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 | $29,105 | $115,770-74.9% | $101,248-71.3% | $158,922-81.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 23.77% | 56.14%-32.4pp | 46.47%-22.7pp | 302.83%-279.1pp |
| Employer contribution / active EE | $510 | $4,175-87.8% | $3,660-86.1% | $4,761-89.3% |
| Participant deferral / active EE | $10,842 | $4,957+118.7% | $4,370+148.1% | $5,982+81.2% |
| Admin fee / account holder | $147 | $7,245-98.0% | $5,945-97.5% | $11,246-98.7% |