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 | $92,894 | $111,535-16.7% | $105,223-11.7% | $137,256-32.3% |
| Participation rate | 73.7% | 78.1%-4.4pp | 75.0%-1.4pp | 80.0%-6.3pp |
| Annual return | 12.73% | 237.85%-225.1pp | 180.65%-167.9pp | 220.34%-207.6pp |
| Employer contribution / active EE | $442 | $3,939-88.8% | $3,689-88.0% | $4,156-89.4% |
| Participant deferral / active EE | $2,616 | $5,500-52.4% | $5,072-48.4% | $6,407-59.2% |
| Admin fee / account holder | $255 | $9,721-97.4% | $8,859-97.1% | $12,270-97.9% |