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 | $19,904 | $97,125-79.5% | $86,233-76.9% | $137,256-85.5% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.0%+18.5pp | 80.0%+7.5pp |
| Annual return | 15.79% | 74.19%-58.4pp | 61.39%-45.6pp | 220.34%-204.6pp |
| Employer contribution / active EE | $243 | $2,841-91.5% | $2,504-90.3% | $4,156-94.2% |
| Participant deferral / active EE | $1,041 | $5,180-79.9% | $4,559-77.2% | $6,407-83.7% |
| Admin fee / account holder | $14 | $9,725-99.9% | $8,342-99.8% | $12,270-99.9% |