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 | $42,289 | $111,754-62.2% | $103,333-59.1% | $145,922-71.0% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 12.44% | 24.77%-12.3pp | 24.88%-12.4pp | 561.29%-548.8pp |
| Employer contribution / active EE | $813 | $4,212-80.7% | $3,868-79.0% | $4,660-82.6% |
| Participant deferral / active EE | $3,256 | $5,619-42.0% | $5,057-35.6% | $6,688-51.3% |
| Admin fee / account holder | $144 | $9,750-98.5% | $8,355-98.3% | $13,397-98.9% |