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 | $26,100 | $48,076-45.7% | $78,689-66.8% | $62,891-58.5% |
| Participation rate | 81.1% | 65.2%+15.9pp | 73.6%+7.5pp | 69.3%+11.8pp |
| Annual return | 4.75% | 31.35%-26.6pp | 62.18%-57.4pp | 20.14%-15.4pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,600 | $2,588+0.5% | $3,517-26.1% | $3,203-18.8% |
| Admin fee / account holder | $38 | $3,207-98.8% | $4,510-99.2% | $4,296-99.1% |