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 | $30,897 | $98,750-68.7% | $149,696-79.4% | $79,858-61.3% |
| Participation rate | 89.7% | 75.8%+13.9pp | 82.5%+7.2pp | 69.6%+20.0pp |
| Annual return | 17.30% | 27.43%-10.1pp | 276.60%-259.3pp | 31.71%-14.4pp |
| Employer contribution / active EE | $475 | $3,216-85.2% | $4,644-89.8% | $2,471-80.8% |
| Participant deferral / active EE | $2,654 | $5,680-53.3% | $6,842-61.2% | $3,740-29.0% |
| Admin fee / account holder | $247 | $6,053-95.9% | $9,309-97.3% | $5,306-95.3% |