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 | $19,001 | $58,577-67.6% | $83,333-77.2% | $64,186-70.4% |
| Participation rate | 90.9% | 72.0%+18.9pp | 77.8%+13.1pp | 69.6%+21.3pp |
| Annual return | 34.45% | 9.65%+24.8pp | 10.63%+23.8pp | 7.63%+26.8pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,430 | $4,654+59.6% | $5,565+33.5% | $3,470+114.2% |
| Admin fee / account holder | $0 | $9,275-100.0% | $7,510-100.0% | $4,888-100.0% |