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 | $101,553 | $110,257-7.9% | $96,544+5.2% | $139,434-27.2% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 14.75% | 26.32%-11.6pp | 25.84%-11.1pp | 372.94%-358.2pp |
| Employer contribution / active EE | $358 | $3,620-90.1% | $2,965-87.9% | $4,751-92.5% |
| Participant deferral / active EE | $1,886 | $5,548-66.0% | $4,851-61.1% | $6,710-71.9% |
| Admin fee / account holder | $24 | $11,591-99.8% | $8,252-99.7% | $11,403-99.8% |