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 3-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 | $2,824 | $54,705-94.8% | $71,209-96.0% | $84,808-96.7% |
| Participation rate | 74.0% | 64.1%+9.9pp | 73.8%+0.2pp | 68.3%+5.7pp |
| Annual return | 21.99% | 35.90%-13.9pp | 282.51%-260.5pp | 40.90%-18.9pp |
| Employer contribution / active EE | $262 | $2,158-87.8% | $2,721-90.4% | $2,631-90.0% |
| Participant deferral / active EE | $881 | $3,030-70.9% | $4,175-78.9% | $4,212-79.1% |
| Admin fee / account holder | $89 | $4,863-98.2% | $5,349-98.3% | $7,344-98.8% |