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 | $21,721 | $88,707-75.5% | $74,183-70.7% | $273,961-92.1% |
| Participation rate | 86.4% | 79.4%+6.9pp | 76.6%+9.7pp | 83.0%+3.3pp |
| Annual return | 7.39% | 11.94%-4.6pp | 17.74%-10.4pp | 41.45%-34.1pp |
| Employer contribution / active EE | $149 | $3,159-95.3% | $2,370-93.7% | $4,869-96.9% |
| Participant deferral / active EE | $1,648 | $4,212-60.9% | $3,550-53.6% | $5,287-68.8% |
| Admin fee / account holder | $256 | $8,717-97.1% | $5,586-95.4% | $10,132-97.5% |