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 | $73,960 | $81,248-9.0% | $155,509-52.4% | $80,856-8.5% |
| Participation rate | 74.4% | 66.2%+8.1pp | 78.2%-3.8pp | 67.6%+6.7pp |
| Annual return | 14.42% | 33.31%-18.9pp | 64.67%-50.2pp | 35.59%-21.2pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,416 | $3,452-1.0% | $5,626-39.3% | $4,296-20.5% |
| Admin fee / account holder | $174 | $7,997-97.8% | $15,912-98.9% | $6,918-97.5% |