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 | $34,334 | $198,466-82.7% | $170,442-79.9% | $147,584-76.7% |
| Participation rate | 91.7% | 88.0%+3.7pp | 83.6%+8.1pp | 82.8%+8.8pp |
| Annual return | 13.48% | 257.29%-243.8pp | 205.93%-192.4pp | 578.55%-565.1pp |
| Employer contribution / active EE | $1,258 | $6,184-79.7% | $5,433-76.8% | $4,876-74.2% |
| Participant deferral / active EE | $2,424 | $5,629-56.9% | $4,939-50.9% | $5,439-55.4% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |