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 | $70,000 | $198,466-64.7% | $170,442-58.9% | $147,584-52.6% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 13.89% | 257.29%-243.4pp | 205.93%-192.0pp | 578.55%-564.7pp |
| Employer contribution / active EE | $569 | $6,184-90.8% | $5,433-89.5% | $4,876-88.3% |
| Participant deferral / active EE | $5,409 | $5,629-3.9% | $4,939+9.5% | $5,439-0.6% |
| Admin fee / account holder | $21 | $16,852-99.9% | $13,880-99.9% | $10,885-99.8% |