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 | $37,923 | $113,339-66.5% | $94,993-60.1% | $147,584-74.3% |
| Participation rate | 82.4% | 78.0%+4.4pp | 73.9%+8.5pp | 82.8%-0.5pp |
| Annual return | 6.70% | 20.77%-14.1pp | 27.12%-20.4pp | 578.55%-571.9pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,175 | $3,777-68.9% | $3,317-64.6% | $5,439-78.4% |
| Admin fee / account holder | $139 | $6,063-97.7% | $4,960-97.2% | $10,885-98.7% |