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 | $46,892 | $217,402-78.4% | $185,823-74.8% | $167,490-72.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 26.34% | 148.36%-122.0pp | 122.05%-95.7pp | 478.56%-452.2pp |
| Employer contribution / active EE | $1,101 | $5,873-81.2% | $5,167-78.7% | $4,837-77.2% |
| Participant deferral / active EE | $6,900 | $6,356+8.6% | $5,568+23.9% | $6,341+8.8% |
| Admin fee / account holder | $245 | $19,811-98.8% | $16,237-98.5% | $12,309-98.0% |