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 | $88,498 | $96,557-8.3% | $80,975+9.3% | $273,961-67.7% |
| Participation rate | 71.4% | 79.1%-7.7pp | 75.8%-4.4pp | 83.0%-11.6pp |
| Annual return | 8.20% | 15.14%-6.9pp | 17.10%-8.9pp | 41.45%-33.3pp |
| Employer contribution / active EE | $316 | $4,868-93.5% | $3,714-91.5% | $4,869-93.5% |
| Participant deferral / active EE | $1,658 | $6,598-74.9% | $5,696-70.9% | $5,287-68.6% |
| Admin fee / account holder | $181 | $7,492-97.6% | $5,516-96.7% | $10,132-98.2% |