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 | $70,918 | $165,335-57.1% | $149,696-52.6% | $158,922-55.4% |
| Participation rate | 86.7% | 84.6%+2.1pp | 82.5%+4.2pp | 82.0%+4.7pp |
| Annual return | 17.14% | 348.15%-331.0pp | 276.60%-259.5pp | 302.83%-285.7pp |
| Employer contribution / active EE | $705 | $5,103-86.2% | $4,644-84.8% | $4,761-85.2% |
| Participant deferral / active EE | $9,218 | $7,181+28.4% | $6,842+34.7% | $5,982+54.1% |
| Admin fee / account holder | $70 | $10,807-99.4% | $9,309-99.2% | $11,246-99.4% |