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 | $22,349 | $118,849-81.2% | $96,562-76.9% | $167,490-86.7% |
| Participation rate | 84.6% | 75.5%+9.1pp | 69.8%+14.8pp | 82.1%+2.5pp |
| Annual return | 10.80% | 50.49%-39.7pp | 37.78%-27.0pp | 478.56%-467.8pp |
| Employer contribution / active EE | $89 | $3,120-97.1% | $2,356-96.2% | $4,837-98.2% |
| Participant deferral / active EE | $2,091 | $4,616-54.7% | $3,849-45.7% | $6,341-67.0% |
| Admin fee / account holder | $93 | $8,065-98.8% | $6,181-98.5% | $12,309-99.2% |