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 | $23,604 | $39,122-39.7% | $57,179-58.7% | $62,891-62.5% |
| Participation rate | 96.3% | 70.5%+25.8pp | 75.3%+21.0pp | 69.3%+27.0pp |
| Annual return | 6.69% | 9.23%-2.5pp | 14.59%-7.9pp | 20.14%-13.5pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,703 | $2,374+56.0% | $3,096+19.6% | $3,203+15.6% |
| Admin fee / account holder | $0 | $2,592-100.0% | $3,139-100.0% | $4,296-100.0% |