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 | $131,167 | $76,552+71.3% | $123,892+5.9% | $62,891+108.6% |
| Participation rate | 70.4% | 73.0%-2.6pp | 81.4%-11.0pp | 69.3%+1.1pp |
| Annual return | 7.05% | 18.68%-11.6pp | 47.52%-40.5pp | 20.14%-13.1pp |
| Employer contribution / active EE | $385 | $2,883-86.6% | $4,617-91.7% | $2,281-83.1% |
| Participant deferral / active EE | $8,070 | $4,840+66.7% | $5,984+34.9% | $3,203+151.9% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |