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 | $49,860 | $86,929-42.6% | $102,423-51.3% | $80,856-38.3% |
| Participation rate | 84.6% | 72.4%+12.2pp | 76.5%+8.1pp | 67.6%+17.0pp |
| Annual return | 16.00% | 18.88%-2.9pp | 29.32%-13.3pp | 35.59%-19.6pp |
| Employer contribution / active EE | $339 | $2,369-85.7% | $3,023-88.8% | $2,755-87.7% |
| Participant deferral / active EE | $3,069 | $4,118-25.5% | $5,053-39.3% | $4,296-28.6% |
| Admin fee / account holder | $84 | $8,049-99.0% | $9,451-99.1% | $6,918-98.8% |