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 9-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 | $10,449 | $51,576-79.7% | $129,207-91.9% | $80,856-87.1% |
| Participation rate | 84.6% | 57.0%+27.6pp | 69.6%+15.0pp | 67.6%+17.0pp |
| Annual return | 18.05% | 20.81%-2.8pp | 9417.33%-9399.3pp | 35.59%-17.5pp |
| Employer contribution / active EE | $32 | $1,584-98.0% | $4,153-99.2% | $2,755-98.9% |
| Participant deferral / active EE | $2,217 | $2,669-16.9% | $4,168-46.8% | $4,296-48.4% |
| Admin fee / account holder | -$224 | $4,305-105.2% | $7,715-102.9% | $6,918-103.2% |