See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,371 | $176,056-32.2% | $159,436-25.1% | $167,490-28.7% |
| Participation rate | 78.6% | 84.9%-6.4pp | 82.8%-4.3pp | 82.1%-3.5pp |
| Annual return | 10.89% | 331.75%-320.9pp | 263.57%-252.7pp | 478.56%-467.7pp |
| Employer contribution / active EE | $353 | $5,297-93.3% | $4,829-92.7% | $4,837-92.7% |
| Participant deferral / active EE | $3,923 | $7,750-49.4% | $7,352-46.6% | $6,341-38.1% |
| Admin fee / account holder | $144 | $12,554-98.9% | $10,799-98.7% | $12,309-98.8% |