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 | $51,379 | $149,040-65.5% | $120,225-57.3% | $137,256-62.6% |
| Participation rate | 80.0% | 75.4%+4.6pp | 69.6%+10.4pp | 80.0%0pp |
| Annual return | 25.96% | 605.68%-579.7pp | 439.23%-413.3pp | 220.34%-194.4pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,155 | $4,655+118.2% | $3,999+154.0% | $6,407+58.5% |
| Admin fee / account holder | $144 | $6,348-97.7% | $5,696-97.5% | $12,270-98.8% |