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 | $145,331 | $149,679-2.9% | $117,039+24.2% | $147,584-1.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 13.49% | 19.31%-5.8pp | 18.95%-5.5pp | 578.55%-565.1pp |
| Employer contribution / active EE | $775 | $4,937-84.3% | $3,785-79.5% | $4,876-84.1% |
| Participant deferral / active EE | $1,433 | $4,912-70.8% | $3,929-63.5% | $5,439-73.6% |
| Admin fee / account holder | $243 | $7,856-96.9% | $5,974-95.9% | $10,885-97.8% |