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 | $13,284 | $45,073-70.5% | $69,455-80.9% | $72,985-81.8% |
| Participation rate | 90.0% | 68.5%+21.5pp | 74.6%+15.4pp | 69.5%+20.5pp |
| Annual return | 21.50% | 22.65%-1.2pp | 28.97%-7.5pp | 81.00%-59.5pp |
| Employer contribution / active EE | $188 | $2,054-90.8% | $2,779-93.2% | $2,440-92.3% |
| Participant deferral / active EE | $1,650 | $2,602-36.6% | $3,535-53.3% | $3,607-54.3% |
| Admin fee / account holder | $138 | $3,056-95.5% | $3,839-96.4% | $5,124-97.3% |