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 | $34,500 | $152,460-77.4% | $118,746-70.9% | $147,584-76.6% |
| Participation rate | 90.0% | 82.3%+7.7pp | 78.3%+11.7pp | 82.8%+7.2pp |
| Annual return | 24.23% | 17.41%+6.8pp | 24.54%-0.3pp | 578.55%-554.3pp |
| Employer contribution / active EE | $862 | $5,046-82.9% | $4,193-79.4% | $4,876-82.3% |
| Participant deferral / active EE | $3,287 | $6,212-47.1% | $5,332-38.4% | $5,439-39.6% |
| Admin fee / account holder | $274 | $16,953-98.4% | $10,720-97.4% | $10,885-97.5% |