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 | $92,016 | $76,552+20.2% | $123,892-25.7% | $62,891+46.3% |
| Participation rate | 88.9% | 73.0%+15.9pp | 81.4%+7.5pp | 69.3%+19.6pp |
| Annual return | 9.98% | 18.68%-8.7pp | 47.52%-37.5pp | 20.14%-10.2pp |
| Employer contribution / active EE | $1 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,020 | $4,840+24.4% | $5,984+0.6% | $3,203+88.0% |
| Admin fee / account holder | $13 | $4,826-99.7% | $8,357-99.8% | $4,296-99.7% |