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 | $31,811 | $76,000-58.1% | $154,107-79.4% | $64,186-50.4% |
| Participation rate | 72.5% | 70.4%+2.1pp | 83.0%-10.5pp | 69.6%+3.0pp |
| Annual return | 6.42% | 30.32%-23.9pp | 735.12%-728.7pp | 7.63%-1.2pp |
| Employer contribution / active EE | $278 | $3,351-91.7% | $5,298-94.7% | $2,381-88.3% |
| Participant deferral / active EE | $1,562 | $3,175-50.8% | $5,081-69.2% | $3,470-55.0% |
| Admin fee / account holder | $296 | $5,596-94.7% | $13,411-97.8% | $4,888-93.9% |