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 | $126,958 | $107,934+17.6% | $91,989+38.0% | $152,861-16.9% |
| Participation rate | 80.0% | 81.2%-1.2pp | 78.6%+1.4pp | 82.4%-2.4pp |
| Annual return | 20.67% | 89.24%-68.6pp | 69.02%-48.4pp | 345.32%-324.7pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,385 | $6,364-31.1% | $5,923-26.0% | $5,850-25.0% |
| Admin fee / account holder | $52 | $10,520-99.5% | $7,743-99.3% | $11,596-99.5% |