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 | $97,813 | $117,841-17.0% | $102,423-4.5% | $145,922-33.0% |
| Participation rate | 84.6% | 78.6%+6.0pp | 76.5%+8.1pp | 80.3%+4.3pp |
| Annual return | 16.08% | 31.65%-15.6pp | 29.32%-13.2pp | 561.29%-545.2pp |
| Employer contribution / active EE | $746 | $3,615-79.4% | $3,023-75.3% | $4,660-84.0% |
| Participant deferral / active EE | $1,893 | $5,731-67.0% | $5,053-62.5% | $6,688-71.7% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |