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 | $40,634 | $198,466-79.5% | $170,442-76.2% | $147,584-72.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.91% | 257.29%-240.4pp | 205.93%-189.0pp | 578.55%-561.6pp |
| Employer contribution / active EE | $809 | $6,184-86.9% | $5,433-85.1% | $4,876-83.4% |
| Participant deferral / active EE | $2,455 | $5,629-56.4% | $4,939-50.3% | $5,439-54.9% |
| Admin fee / account holder | $39 | $16,852-99.8% | $13,880-99.7% | $10,885-99.6% |