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 | $29,714 | $72,492-59.0% | $87,100-65.9% | $72,985-59.3% |
| Participation rate | 75.5% | 72.8%+2.7pp | 76.9%-1.4pp | 69.5%+6.0pp |
| Annual return | 40.29% | 24.46%+15.8pp | 28.19%+12.1pp | 81.00%-40.7pp |
| Employer contribution / active EE | $368 | $1,894-80.6% | $2,521-85.4% | $2,440-84.9% |
| Participant deferral / active EE | $2,191 | $3,270-33.0% | $4,049-45.9% | $3,607-39.3% |
| Admin fee / account holder | $216 | $5,055-95.7% | $7,497-97.1% | $5,124-95.8% |