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 | $18,529 | $60,124-69.2% | $90,404-79.5% | $79,858-76.8% |
| Participation rate | 82.4% | 65.0%+17.4pp | 72.7%+9.7pp | 69.6%+12.7pp |
| Annual return | 14.49% | 71.94%-57.5pp | 1293.02%-1278.5pp | 31.71%-17.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,104 | $2,938-28.4% | $3,963-46.9% | $3,740-43.8% |
| Admin fee / account holder | $109 | $3,976-97.2% | $5,611-98.1% | $5,306-97.9% |