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 | $27,223 | $136,307-80.0% | $106,619-74.5% | $273,961-90.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 6.42% | 11.05%-4.6pp | 9.42%-3.0pp | 41.45%-35.0pp |
| Employer contribution / active EE | $397 | $5,190-92.4% | $3,947-89.9% | $4,869-91.9% |
| Participant deferral / active EE | $11,333 | $4,969+128.1% | $3,930+188.4% | $5,287+114.4% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,132-100.0% |