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 | $90,751 | $185,822-51.2% | $169,993-46.6% | $139,434-34.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 11.27% | 60.50%-49.2pp | 53.37%-42.1pp | 372.94%-361.7pp |
| Employer contribution / active EE | $1,200 | $7,590-84.2% | $6,785-82.3% | $4,751-74.7% |
| Participant deferral / active EE | $10,000 | $11,622-14.0% | $10,408-3.9% | $6,710+49.0% |
| Admin fee / account holder | $167 | $15,381-98.9% | $12,815-98.7% | $11,403-98.5% |