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 | $45,456 | $109,327-58.4% | $89,391-49.1% | $158,922-71.4% |
| Participation rate | 90.5% | 74.3%+16.2pp | 68.0%+22.5pp | 82.0%+8.5pp |
| Annual return | 18.80% | 345.68%-326.9pp | 245.62%-226.8pp | 302.83%-284.0pp |
| Employer contribution / active EE | $0 | $3,170-100.0% | $2,586-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,720 | $4,598-19.1% | $3,890-4.4% | $5,982-37.8% |
| Admin fee / account holder | $192 | $6,153-96.9% | $4,881-96.1% | $11,246-98.3% |