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 | $80,853 | $181,894-55.5% | $156,549-48.4% | $273,961-70.5% |
| Participation rate | 90.9% | 88.4%+2.5pp | 84.0%+6.9pp | 83.0%+7.9pp |
| Annual return | 3.07% | 30.74%-27.7pp | 32.23%-29.2pp | 41.45%-38.4pp |
| Employer contribution / active EE | $1,126 | $6,248-82.0% | $5,501-79.5% | $4,869-76.9% |
| Participant deferral / active EE | $5,746 | $5,550+3.5% | $4,871+18.0% | $5,287+8.7% |
| Admin fee / account holder | $38 | $15,559-99.8% | $13,027-99.7% | $10,132-99.6% |