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 | $45,773 | $180,449-74.6% | $154,107-70.3% | $135,375-66.2% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | 8.63% | 888.09%-879.5pp | 735.12%-726.5pp | 519.73%-511.1pp |
| Employer contribution / active EE | $1,171 | $6,035-80.6% | $5,298-77.9% | $4,779-75.5% |
| Participant deferral / active EE | $2,884 | $5,806-50.3% | $5,081-43.2% | $5,609-48.6% |
| Admin fee / account holder | $103 | $16,143-99.4% | $13,411-99.2% | $10,827-99.1% |