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 | $80,216 | $159,602-49.7% | $150,045-46.5% | $142,382-43.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.09% | 70.24%-50.1pp | 62.55%-42.5pp | 217.08%-197.0pp |
| Employer contribution / active EE | $588 | $4,961-88.2% | $4,693-87.5% | $4,299-86.3% |
| Participant deferral / active EE | $3,183 | $8,310-61.7% | $7,997-60.2% | $6,507-51.1% |
| Admin fee / account holder | $13 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |