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 | $62,084 | $91,037-31.8% | $71,671-13.4% | $147,584-57.9% |
| Participation rate | 75.0% | 76.1%-1.1pp | 68.7%+6.3pp | 82.8%-7.8pp |
| Annual return | 9.42% | 20.48%-11.1pp | 20.65%-11.2pp | 578.55%-569.1pp |
| Employer contribution / active EE | $300 | $3,327-91.0% | $2,460-87.8% | $4,876-93.8% |
| Participant deferral / active EE | $1,792 | $4,498-60.2% | $3,438-47.9% | $5,439-67.1% |
| Admin fee / account holder | $145 | $8,613-98.3% | $5,558-97.4% | $10,885-98.7% |