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 | $113,590 | $127,264-10.7% | $109,895+3.4% | $167,490-32.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 18.96% | 22.97%-4.0pp | 29.45%-10.5pp | 478.56%-459.6pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,842-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $15,147 | $4,514+235.5% | $4,048+274.2% | $6,341+138.9% |
| Admin fee / account holder | $69 | $7,114-99.0% | $6,066-98.9% | $12,309-99.4% |