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 | $77,002 | $171,164-55.0% | $127,761-39.7% | $152,861-49.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 21.70% | 23.54%-1.8pp | 26.14%-4.4pp | 345.32%-323.6pp |
| Employer contribution / active EE | $878 | $5,447-83.9% | $4,574-80.8% | $4,762-81.6% |
| Participant deferral / active EE | $4,269 | $7,038-39.4% | $6,021-29.1% | $5,850-27.0% |
| Admin fee / account holder | $183 | $14,530-98.7% | $9,395-98.0% | $11,596-98.4% |