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 7-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 | $34,132 | $140,940-75.8% | $112,229-69.6% | $139,434-75.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.38% | 32.71%-18.3pp | 30.20%-15.8pp | 372.94%-358.6pp |
| Employer contribution / active EE | $486 | $4,283-88.6% | $3,430-85.8% | $4,751-89.8% |
| Participant deferral / active EE | $8,317 | $5,874+41.6% | $4,798+73.3% | $6,710+23.9% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,748-100.0% | $11,403-100.0% |