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 | $57,638 | $183,963-68.7% | $162,163-64.5% | $152,861-62.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 31.57% | 150.76%-119.2pp | 115.59%-84.0pp | 345.32%-313.7pp |
| Employer contribution / active EE | $1,008 | $6,371-84.2% | $5,614-82.0% | $4,762-78.8% |
| Participant deferral / active EE | $6,515 | $8,034-18.9% | $7,298-10.7% | $5,850+11.4% |
| Admin fee / account holder | $238 | $13,121-98.2% | $10,843-97.8% | $11,596-97.9% |