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 | $27,989 | $98,240-71.5% | $82,313-66.0% | $147,584-81.0% |
| Participation rate | 81.0% | 79.7%+1.2pp | 76.9%+4.1pp | 82.8%-1.9pp |
| Annual return | 19.23% | 30.85%-11.6pp | 25.88%-6.6pp | 578.55%-559.3pp |
| Employer contribution / active EE | $322 | $3,192-89.9% | $2,428-86.7% | $4,876-93.4% |
| Participant deferral / active EE | $2,468 | $4,383-43.7% | $3,706-33.4% | $5,439-54.6% |
| Admin fee / account holder | $85 | $8,563-99.0% | $5,608-98.5% | $10,885-99.2% |