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 | $202,126 | $112,096+80.3% | $95,952+110.7% | $158,922+27.2% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.8pp |
| Annual return | 19.96% | 171.09%-151.1pp | 91.61%-71.7pp | 302.83%-282.9pp |
| Employer contribution / active EE | $435 | $3,198-86.4% | $2,541-82.9% | $4,761-90.9% |
| Participant deferral / active EE | $1,706 | $4,784-64.3% | $4,167-59.1% | $5,982-71.5% |
| Admin fee / account holder | $14 | $10,130-99.9% | $6,795-99.8% | $11,246-99.9% |