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 | $69,592 | $106,890-34.9% | $84,015-17.2% | $152,861-54.5% |
| Participation rate | 89.5% | 75.2%+14.2pp | 69.0%+20.5pp | 82.4%+7.0pp |
| Annual return | 17.65% | 104.99%-87.3pp | 71.31%-53.7pp | 345.32%-327.7pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,431 | $4,011-39.4% | $3,239-24.9% | $5,850-58.5% |
| Admin fee / account holder | $244 | $8,285-97.1% | $6,101-96.0% | $11,596-97.9% |