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 | $47,768 | $106,515-55.2% | $96,683-50.6% | $139,434-65.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 35.38% | 38.43%-3.0pp | 35.69%-0.3pp | 372.94%-337.6pp |
| Employer contribution / active EE | $316 | $4,103-92.3% | $3,737-91.6% | $4,751-93.4% |
| Participant deferral / active EE | $10,123 | $5,454+85.6% | $4,878+107.5% | $6,710+50.9% |
| Admin fee / account holder | $40 | $7,877-99.5% | $6,730-99.4% | $11,403-99.6% |