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 | $15,819 | $102,966-84.6% | $90,281-82.5% | $152,861-89.7% |
| Participation rate | 70.0% | 75.9%-5.9pp | 73.3%-3.3pp | 82.4%-12.4pp |
| Annual return | 20.36% | 95.16%-74.8pp | 78.10%-57.7pp | 345.32%-325.0pp |
| Employer contribution / active EE | $99 | $3,139-96.9% | $2,854-96.5% | $4,762-97.9% |
| Participant deferral / active EE | $913 | $4,281-78.7% | $3,885-76.5% | $5,850-84.4% |
| Admin fee / account holder | $192 | $6,171-96.9% | $5,351-96.4% | $11,596-98.3% |