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 | $67,987 | $198,466-65.7% | $170,442-60.1% | $147,584-53.9% |
| Participation rate | 90.9% | 88.0%+2.9pp | 83.6%+7.3pp | 82.8%+8.1pp |
| Annual return | 10.23% | 257.29%-247.1pp | 205.93%-195.7pp | 578.55%-568.3pp |
| Employer contribution / active EE | $217 | $6,184-96.5% | $5,433-96.0% | $4,876-95.6% |
| Participant deferral / active EE | $3,889 | $5,629-30.9% | $4,939-21.3% | $5,439-28.5% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |