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 7-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 | $27,304 | $109,881-75.2% | $150,045-81.8% | $84,808-67.8% |
| Participation rate | 88.9% | 76.1%+12.8pp | 82.3%+6.6pp | 68.3%+20.6pp |
| Annual return | 17.44% | 28.25%-10.8pp | 62.55%-45.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $672 | $3,561-81.1% | $4,693-85.7% | $2,631-74.5% |
| Participant deferral / active EE | $5,657 | $6,636-14.8% | $7,997-29.3% | $4,212+34.3% |
| Admin fee / account holder | $290 | $8,568-96.6% | $13,435-97.8% | $7,344-96.1% |