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 | $88,976 | $96,484-7.8% | $75,886+17.2% | $152,861-41.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 22.09% | 33.98%-11.9pp | 30.76%-8.7pp | 345.32%-323.2pp |
| Employer contribution / active EE | $335 | $3,309-89.9% | $2,500-86.6% | $4,762-93.0% |
| Participant deferral / active EE | $12,931 | $4,553+184.0% | $3,603+258.9% | $5,850+121.0% |
| Admin fee / account holder | $236 | $8,078-97.1% | $5,418-95.7% | $11,596-98.0% |