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 | $71,613 | $165,335-56.7% | $149,696-52.2% | $158,922-54.9% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 9.74% | 348.15%-338.4pp | 276.60%-266.9pp | 302.83%-293.1pp |
| Employer contribution / active EE | $342 | $5,103-93.3% | $4,644-92.6% | $4,761-92.8% |
| Participant deferral / active EE | $8,752 | $7,181+21.9% | $6,842+27.9% | $5,982+46.3% |
| Admin fee / account holder | $121 | $10,807-98.9% | $9,309-98.7% | $11,246-98.9% |