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 | $51,732 | $138,347-62.6% | $184,203-71.9% | $80,856-36.0% |
| Participation rate | 86.5% | 83.9%+2.6pp | 86.8%-0.3pp | 67.6%+18.8pp |
| Annual return | 11.58% | 20.02%-8.4pp | 28.81%-17.2pp | 35.59%-24.0pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,409 | $7,071-23.5% | $9,131-40.8% | $4,296+25.9% |
| Admin fee / account holder | $100 | $10,483-99.0% | $13,901-99.3% | $6,918-98.6% |