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 | $43,928 | $66,764-34.2% | $88,497-50.4% | $62,891-30.2% |
| Participation rate | 80.4% | 77.3%+3.1pp | 82.4%-2.0pp | 69.3%+11.1pp |
| Annual return | 242.18% | 10.37%+231.8pp | 7.63%+234.6pp | 20.14%+222.0pp |
| Employer contribution / active EE | $544 | $3,077-82.3% | $4,036-86.5% | $2,281-76.1% |
| Participant deferral / active EE | $3,729 | $3,976-6.2% | $4,899-23.9% | $3,203+16.4% |
| Admin fee / account holder | $263 | $4,668-94.4% | $6,220-95.8% | $4,296-93.9% |