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 | $48,046 | $86,286-44.3% | $111,297-56.8% | $85,850-44.0% |
| Participation rate | 76.0% | 73.3%+2.7pp | 77.3%-1.3pp | 69.3%+6.7pp |
| Annual return | 20.63% | 19.99%+0.6pp | 54.65%-34.0pp | 318.53%-297.9pp |
| Employer contribution / active EE | $330 | $2,043-83.8% | $2,731-87.9% | $2,565-87.1% |
| Participant deferral / active EE | $2,202 | $3,641-39.5% | $4,487-50.9% | $3,952-44.3% |
| Admin fee / account holder | $0 | $8,188-100.0% | $7,964-100.0% | $6,260-100.0% |