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 | $17,778 | $99,341-82.1% | $84,750-79.0% | $273,961-93.5% |
| Participation rate | 95.7% | 80.7%+15.0pp | 76.6%+19.1pp | 83.0%+12.6pp |
| Annual return | 8.33% | 22.93%-14.6pp | 22.78%-14.4pp | 41.45%-33.1pp |
| Employer contribution / active EE | $419 | $4,214-90.1% | $3,574-88.3% | $4,869-91.4% |
| Participant deferral / active EE | $3,446 | $4,269-19.3% | $3,712-7.2% | $5,287-34.8% |
| Admin fee / account holder | $124 | $6,644-98.1% | $5,332-97.7% | $10,132-98.8% |