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 | $25,116 | $96,557-74.0% | $80,975-69.0% | $273,961-90.8% |
| Participation rate | 92.9% | 79.1%+13.8pp | 75.8%+17.0pp | 83.0%+9.8pp |
| Annual return | 8.83% | 15.14%-6.3pp | 17.10%-8.3pp | 41.45%-32.6pp |
| Employer contribution / active EE | $357 | $4,868-92.7% | $3,714-90.4% | $4,869-92.7% |
| Participant deferral / active EE | $7,634 | $6,598+15.7% | $5,696+34.0% | $5,287+44.4% |
| Admin fee / account holder | $196 | $7,492-97.4% | $5,516-96.5% | $10,132-98.1% |