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 | $29,442 | $63,346-53.5% | $92,233-68.1% | $70,131-58.0% |
| Participation rate | 84.2% | 68.7%+15.5pp | 76.5%+7.7pp | 69.5%+14.7pp |
| Annual return | 24.94% | 530.12%-505.2pp | 176.28%-151.3pp | 73.14%-48.2pp |
| Employer contribution / active EE | $70 | $2,471-97.2% | $3,679-98.1% | $2,342-97.0% |
| Participant deferral / active EE | $1,447 | $2,854-49.3% | $3,897-62.9% | $3,332-56.6% |
| Admin fee / account holder | $45 | $3,840-98.8% | $5,194-99.1% | $4,645-99.0% |