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 | $13,227 | $48,230-72.6% | $67,502-80.4% | $80,856-83.6% |
| Participation rate | 73.1% | 66.4%+6.7pp | 72.9%+0.2pp | 67.6%+5.4pp |
| Annual return | 19.36% | 18.28%+1.1pp | 3512.12%-3492.8pp | 35.59%-16.2pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,803 | $2,924-4.1% | $4,000-29.9% | $4,296-34.8% |
| Admin fee / account holder | $55 | $3,681-98.5% | $3,998-98.6% | $6,918-99.2% |