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 | $74,456 | $99,032-24.8% | $80,019-7.0% | $135,375-45.0% |
| Participation rate | 81.8% | 78.4%+3.5pp | 75.8%+6.0pp | 82.6%-0.8pp |
| Annual return | 12.98% | 15.39%-2.4pp | 11.22%+1.8pp | 519.73%-506.8pp |
| Employer contribution / active EE | $395 | $3,043-87.0% | $2,468-84.0% | $4,779-91.7% |
| Participant deferral / active EE | $2,635 | $4,282-38.5% | $3,686-28.5% | $5,609-53.0% |
| Admin fee / account holder | $99 | $10,436-99.0% | $6,521-98.5% | $10,827-99.1% |