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 | $36,447 | $107,334-66.0% | $92,893-60.8% | $152,861-76.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 26.36% | 145.58%-119.2pp | 109.41%-83.1pp | 345.32%-319.0pp |
| Employer contribution / active EE | $378 | $4,221-91.0% | $3,653-89.7% | $4,762-92.1% |
| Participant deferral / active EE | $9,500 | $4,845+96.1% | $4,236+124.3% | $5,850+62.4% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |