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 | $24,773 | $99,079-75.0% | $77,999-68.2% | $273,961-91.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 7.30% | 217.93%-210.6pp | 425.96%-418.7pp | 41.45%-34.2pp |
| Employer contribution / active EE | $300 | $3,308-90.9% | $2,470-87.9% | $4,869-93.8% |
| Participant deferral / active EE | $1,194 | $4,306-72.3% | $3,497-65.9% | $5,287-77.4% |
| Admin fee / account holder | $150 | $8,954-98.3% | $5,480-97.3% | $10,132-98.5% |