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 | $65,570 | $107,334-38.9% | $92,893-29.4% | $152,861-57.1% |
| Participation rate | 76.9% | 79.8%-2.9pp | 76.0%+0.9pp | 82.4%-5.5pp |
| Annual return | 24.54% | 145.58%-121.0pp | 109.41%-84.9pp | 345.32%-320.8pp |
| Employer contribution / active EE | $723 | $4,221-82.9% | $3,653-80.2% | $4,762-84.8% |
| Participant deferral / active EE | $1,878 | $4,845-61.2% | $4,236-55.7% | $5,850-67.9% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |