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 | $20,520 | $65,685-68.8% | $57,179-64.1% | $273,961-92.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.87% | 21.99%-15.1pp | 14.59%-7.7pp | 41.45%-34.6pp |
| Employer contribution / active EE | $199 | $3,279-93.9% | $2,682-92.6% | $4,869-95.9% |
| Participant deferral / active EE | $997 | $3,782-73.6% | $3,096-67.8% | $5,287-81.1% |
| Admin fee / account holder | $18 | $4,835-99.6% | $3,139-99.4% | $10,132-99.8% |