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 3-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 | $33,887 | $124,425-72.8% | $112,040-69.8% | $137,256-75.3% |
| Participation rate | 73.3% | 79.3%-6.0pp | 76.5%-3.2pp | 80.0%-6.6pp |
| Annual return | 19.04% | 24.72%-5.7pp | 24.52%-5.5pp | 220.34%-201.3pp |
| Employer contribution / active EE | $394 | $3,411-88.5% | $2,954-86.7% | $4,156-90.5% |
| Participant deferral / active EE | $2,129 | $5,718-62.8% | $5,098-58.2% | $6,407-66.8% |
| Admin fee / account holder | $238 | $15,207-98.4% | $12,098-98.0% | $12,270-98.1% |