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 | $36,086 | $183,519-80.3% | $155,509-76.8% | $145,922-75.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.52% | 61.17%-49.6pp | 64.67%-53.1pp | 561.29%-549.8pp |
| Employer contribution / active EE | $437 | $5,313-91.8% | $4,672-90.6% | $4,660-90.6% |
| Participant deferral / active EE | $4,937 | $6,462-23.6% | $5,626-12.2% | $6,688-26.2% |
| Admin fee / account holder | $170 | $19,313-99.1% | $15,912-98.9% | $13,397-98.7% |