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 | $34,423 | $103,376-66.7% | $87,100-60.5% | $152,861-77.5% |
| Participation rate | 72.7% | 79.3%-6.6pp | 76.9%-4.1pp | 82.4%-9.7pp |
| Annual return | 23.45% | 28.10%-4.6pp | 28.19%-4.7pp | 345.32%-321.9pp |
| Employer contribution / active EE | $262 | $3,220-91.9% | $2,521-89.6% | $4,762-94.5% |
| Participant deferral / active EE | $1,747 | $4,778-63.4% | $4,049-56.9% | $5,850-70.1% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |