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 | $112,786 | $112,096+0.6% | $95,952+17.5% | $158,922-29.0% |
| Participation rate | 78.3% | 79.0%-0.7pp | 77.1%+1.2pp | 82.0%-3.7pp |
| Annual return | 18.15% | 171.09%-152.9pp | 91.61%-73.5pp | 302.83%-284.7pp |
| Employer contribution / active EE | $602 | $3,198-81.2% | $2,541-76.3% | $4,761-87.4% |
| Participant deferral / active EE | $2,164 | $4,784-54.8% | $4,167-48.1% | $5,982-63.8% |
| Admin fee / account holder | $101 | $10,130-99.0% | $6,795-98.5% | $11,246-99.1% |