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 | $54,789 | $91,037-39.8% | $71,671-23.6% | $147,584-62.9% |
| Participation rate | 76.2% | 76.1%+0.1pp | 68.7%+7.4pp | 82.8%-6.6pp |
| Annual return | 16.99% | 20.48%-3.5pp | 20.65%-3.7pp | 578.55%-561.6pp |
| Employer contribution / active EE | $3 | $3,327-99.9% | $2,460-99.9% | $4,876-99.9% |
| Participant deferral / active EE | $1,843 | $4,498-59.0% | $3,438-46.4% | $5,439-66.1% |
| Admin fee / account holder | $10 | $8,613-99.9% | $5,558-99.8% | $10,885-99.9% |