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 | $40,873 | $85,766-52.3% | $136,294-70.0% | $70,131-41.7% |
| Participation rate | 72.4% | 74.2%-1.7pp | 81.9%-9.5pp | 69.5%+2.9pp |
| Annual return | 19.46% | 31.45%-12.0pp | 5155.94%-5136.5pp | 73.14%-53.7pp |
| Employer contribution / active EE | $495 | $2,966-83.3% | $4,695-89.5% | $2,342-78.9% |
| Participant deferral / active EE | $2,474 | $5,051-51.0% | $6,247-60.4% | $3,332-25.8% |
| Admin fee / account holder | $178 | $5,420-96.7% | $9,243-98.1% | $4,645-96.2% |