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 | $25,097 | $98,240-74.5% | $82,313-69.5% | $147,584-83.0% |
| Participation rate | 85.7% | 79.7%+6.0pp | 76.9%+8.8pp | 82.8%+2.9pp |
| Annual return | 30.20% | 30.85%-0.7pp | 25.88%+4.3pp | 578.55%-548.3pp |
| Employer contribution / active EE | $555 | $3,192-82.6% | $2,428-77.1% | $4,876-88.6% |
| Participant deferral / active EE | $3,761 | $4,383-14.2% | $3,706+1.5% | $5,439-30.9% |
| Admin fee / account holder | $59 | $8,563-99.3% | $5,608-98.9% | $10,885-99.5% |