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 | $23,228 | $48,076-51.7% | $78,689-70.5% | $62,891-63.1% |
| Participation rate | 70.8% | 65.2%+5.6pp | 73.6%-2.7pp | 69.3%+1.5pp |
| Annual return | 7.60% | 31.35%-23.8pp | 62.18%-54.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $191 | $2,015-90.5% | $2,851-93.3% | $2,281-91.6% |
| Participant deferral / active EE | $995 | $2,588-61.5% | $3,517-71.7% | $3,203-68.9% |
| Admin fee / account holder | $291 | $3,207-90.9% | $4,510-93.6% | $4,296-93.2% |