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 | $97,251 | $232,540-58.2% | $185,117-47.5% | $147,584-34.1% |
| Participation rate | 85.7% | 82.4%+3.4pp | 77.3%+8.4pp | 82.8%+2.9pp |
| Annual return | 10.05% | 43.03%-33.0pp | 40.50%-30.4pp | 578.55%-568.5pp |
| Employer contribution / active EE | $374 | $5,195-92.8% | $4,182-91.0% | $4,876-92.3% |
| Participant deferral / active EE | $6,857 | $5,834+17.5% | $5,045+35.9% | $5,439+26.1% |
| Admin fee / account holder | $238 | $10,275-97.7% | $8,159-97.1% | $10,885-97.8% |