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 | $100,470 | $107,934-6.9% | $91,989+9.2% | $152,861-34.3% |
| Participation rate | 71.4% | 81.2%-9.8pp | 78.6%-7.2pp | 82.4%-11.0pp |
| Annual return | 27.39% | 89.24%-61.9pp | 69.02%-41.6pp | 345.32%-317.9pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,167 | $6,364-34.5% | $5,923-29.6% | $5,850-28.8% |
| Admin fee / account holder | $65 | $10,520-99.4% | $7,743-99.2% | $11,596-99.4% |