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 | $65,566 | $99,341-34.0% | $84,750-22.6% | $273,961-76.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 13.99% | 22.93%-8.9pp | 22.78%-8.8pp | 41.45%-27.5pp |
| Employer contribution / active EE | $444 | $4,214-89.5% | $3,574-87.6% | $4,869-90.9% |
| Participant deferral / active EE | $1,288 | $4,269-69.8% | $3,712-65.3% | $5,287-75.6% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |