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 | $46,269 | $168,632-72.6% | $147,614-68.7% | $125,391-63.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 3.36% | 77.65%-74.3pp | 61.98%-58.6pp | 282.22%-278.9pp |
| Employer contribution / active EE | $273 | $6,252-95.6% | $5,564-95.1% | $4,866-94.4% |
| Participant deferral / active EE | $3,355 | $5,507-39.1% | $4,895-31.5% | $5,352-37.3% |
| Admin fee / account holder | $2 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |