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 | $23,517 | $99,020-76.3% | $86,590-72.8% | $147,584-84.1% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 9.33% | 1312.34%-1303.0pp | 964.84%-955.5pp | 578.55%-569.2pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,067 | $3,972-48.0% | $3,609-42.7% | $5,439-62.0% |
| Admin fee / account holder | $168 | $5,710-97.1% | $4,906-96.6% | $10,885-98.5% |