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 | $72,235 | $197,591-63.4% | $177,821-59.4% | $158,922-54.5% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 14.04% | 58.76%-44.7pp | 48.32%-34.3pp | 302.83%-288.8pp |
| Employer contribution / active EE | $689 | $6,697-89.7% | $5,918-88.4% | $4,761-85.5% |
| Participant deferral / active EE | $3,404 | $8,405-59.5% | $7,714-55.9% | $5,982-43.1% |
| Admin fee / account holder | $31 | $15,399-99.8% | $12,427-99.8% | $11,246-99.7% |