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 | $22,303 | $57,065-60.9% | $75,670-70.5% | $70,131-68.2% |
| Participation rate | 90.4% | 68.1%+22.3pp | 72.3%+18.0pp | 69.5%+20.8pp |
| Annual return | 13.95% | 23.57%-9.6pp | 27.34%-13.4pp | 73.14%-59.2pp |
| Employer contribution / active EE | $107 | $1,817-94.1% | $2,352-95.5% | $2,342-95.5% |
| Participant deferral / active EE | $1,490 | $2,580-42.3% | $3,142-52.6% | $3,332-55.3% |
| Admin fee / account holder | $112 | $3,825-97.1% | $5,800-98.1% | $4,645-97.6% |