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 | $50,980 | $67,606-24.6% | $82,313-38.1% | $70,131-27.3% |
| Participation rate | 75.8% | 72.8%+3.0pp | 76.9%-1.1pp | 69.5%+6.2pp |
| Annual return | 16.04% | 21.57%-5.5pp | 25.88%-9.8pp | 73.14%-57.1pp |
| Employer contribution / active EE | $121 | $1,755-93.1% | $2,428-95.0% | $2,342-94.8% |
| Participant deferral / active EE | $2,214 | $2,987-25.9% | $3,706-40.3% | $3,332-33.5% |
| Admin fee / account holder | $294 | $4,512-93.5% | $5,608-94.8% | $4,645-93.7% |