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 | $20,304 | $77,813-73.9% | $123,544-83.6% | $64,186-68.4% |
| Participation rate | 92.0% | 74.7%+17.3pp | 82.3%+9.7pp | 69.6%+22.4pp |
| Annual return | 1.83% | 12.48%-10.7pp | 119.20%-117.4pp | 7.63%-5.8pp |
| Employer contribution / active EE | $209 | $3,014-93.1% | $4,628-95.5% | $2,381-91.2% |
| Participant deferral / active EE | $4,520 | $5,240-13.7% | $6,426-29.7% | $3,470+30.3% |
| Admin fee / account holder | $268 | $5,519-95.1% | $9,284-97.1% | $4,888-94.5% |