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 | $153,679 | $62,672+145.2% | $185,117-17.0% | $70,131+119.1% |
| Participation rate | 94.5% | 63.8%+30.8pp | 77.3%+17.3pp | 69.5%+25.0pp |
| Annual return | 30.53% | 40.79%-10.3pp | 40.50%-10.0pp | 73.14%-42.6pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,480 | $3,272+67.5% | $5,045+8.6% | $3,332+64.5% |
| Admin fee / account holder | $175 | $3,932-95.5% | $8,159-97.9% | $4,645-96.2% |