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 | $82,320 | $107,334-23.3% | $92,893-11.4% | $152,861-46.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 15.56% | 145.58%-130.0pp | 109.41%-93.9pp | 345.32%-329.8pp |
| Employer contribution / active EE | $222 | $4,221-94.7% | $3,653-93.9% | $4,762-95.3% |
| Participant deferral / active EE | $1,650 | $4,845-65.9% | $4,236-61.0% | $5,850-71.8% |
| Admin fee / account holder | $27 | $7,079-99.6% | $5,794-99.5% | $11,596-99.8% |