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 | $43,300 | $81,233-46.7% | $155,567-72.2% | $80,874-46.5% |
| Participation rate | 90.6% | 66.2%+24.4pp | 78.2%+12.4pp | 67.6%+22.9pp |
| Annual return | 25.45% | 33.33%-7.9pp | 64.74%-39.3pp | 35.62%-10.2pp |
| Employer contribution / active EE | $206 | $3,101-93.4% | $4,674-95.6% | $2,756-92.5% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,628-100.0% | $4,297-100.0% |
| Admin fee / account holder | $26 | $7,998-99.7% | $15,916-99.8% | $6,935-99.6% |