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 | $21,421 | $227,553-90.6% | $189,557-88.7% | $167,490-87.2% |
| Participation rate | 85.7% | 82.5%+3.2pp | 78.4%+7.3pp | 82.1%+3.6pp |
| Annual return | 7.57% | 78.40%-70.8pp | 64.17%-56.6pp | 478.56%-471.0pp |
| Employer contribution / active EE | $360 | $5,316-93.2% | $4,412-91.8% | $4,837-92.6% |
| Participant deferral / active EE | $3,228 | $7,002-53.9% | $6,174-47.7% | $6,341-49.1% |
| Admin fee / account holder | $111 | $11,878-99.1% | $9,807-98.9% | $12,309-99.1% |