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 | $97,928 | $176,812-44.6% | $146,665-33.2% | $167,490-41.5% |
| Participation rate | 77.3% | 83.6%-6.3pp | 80.1%-2.8pp | 82.1%-4.8pp |
| Annual return | 14.87% | 24.03%-9.2pp | 22.74%-7.9pp | 478.56%-463.7pp |
| Employer contribution / active EE | $706 | $5,160-86.3% | $4,136-82.9% | $4,837-85.4% |
| Participant deferral / active EE | $2,826 | $6,440-56.1% | $5,506-48.7% | $6,341-55.4% |
| Admin fee / account holder | $58 | $13,259-99.6% | $10,280-99.4% | $12,309-99.5% |