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 | $12,079 | $51,638-76.6% | $68,368-82.3% | $82,448-85.3% |
| Participation rate | 75.3% | 63.6%+11.7pp | 73.8%+1.5pp | 68.1%+7.2pp |
| Annual return | 17.44% | 37.53%-20.1pp | 292.57%-275.1pp | 41.64%-24.2pp |
| Employer contribution / active EE | $178 | $2,047-91.3% | $2,649-93.3% | $2,551-93.0% |
| Participant deferral / active EE | $1,411 | $2,914-51.6% | $4,123-65.8% | $4,139-65.9% |
| Admin fee / account holder | $200 | $4,643-95.7% | $5,150-96.1% | $7,234-97.2% |