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 | $53,968 | $69,977-22.9% | $108,579-50.3% | $62,891-14.2% |
| Participation rate | 84.3% | 72.9%+11.4pp | 79.6%+4.7pp | 69.3%+15.0pp |
| Annual return | 119.89% | 10.73%+109.2pp | -51.70%+171.6pp | 20.14%+99.7pp |
| Employer contribution / active EE | $243 | $2,135-88.6% | $3,758-93.5% | $2,281-89.4% |
| Participant deferral / active EE | $2,877 | $3,165-9.1% | $4,311-33.3% | $3,203-10.2% |
| Admin fee / account holder | $159 | $5,076-96.9% | $7,645-97.9% | $4,296-96.3% |