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 | $17,239 | $57,354-69.9% | $83,848-79.4% | $64,186-73.1% |
| Participation rate | 85.2% | 68.6%+16.6pp | 76.1%+9.0pp | 69.6%+15.6pp |
| Annual return | -8.50% | 11.38%-19.9pp | 850.88%-859.4pp | 7.63%-16.1pp |
| Employer contribution / active EE | $210 | $2,545-91.7% | $3,631-94.2% | $2,381-91.2% |
| Participant deferral / active EE | $1,755 | $2,993-41.4% | $4,082-57.0% | $3,470-49.4% |
| Admin fee / account holder | $270 | $4,046-93.3% | $5,478-95.1% | $4,888-94.5% |