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 | $45,263 | $197,591-77.1% | $177,821-74.5% | $158,922-71.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.67% | 58.76%-45.1pp | 48.32%-34.6pp | 302.83%-289.2pp |
| Employer contribution / active EE | $532 | $6,697-92.1% | $5,918-91.0% | $4,761-88.8% |
| Participant deferral / active EE | $4,333 | $8,405-48.4% | $7,714-43.8% | $5,982-27.6% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |