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 | $58,336 | $176,812-67.0% | $146,665-60.2% | $167,490-65.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.63% | 24.03%-13.4pp | 22.74%-12.1pp | 478.56%-467.9pp |
| Employer contribution / active EE | $859 | $5,160-83.4% | $4,136-79.2% | $4,837-82.3% |
| Participant deferral / active EE | $9,750 | $6,440+51.4% | $5,506+77.1% | $6,341+53.8% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |