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 | $60,257 | $154,228-60.9% | $145,433-58.6% | $137,256-56.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.68% | 74.59%-59.9pp | 66.58%-51.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $477 | $4,804-90.1% | $4,554-89.5% | $4,156-88.5% |
| Participant deferral / active EE | $2,745 | $8,216-66.6% | $7,897-65.2% | $6,407-57.2% |
| Admin fee / account holder | $237 | $14,344-98.3% | $13,129-98.2% | $12,270-98.1% |