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 | $99,026 | $98,240+0.8% | $82,313+20.3% | $147,584-32.9% |
| Participation rate | 94.4% | 79.7%+14.7pp | 76.9%+17.6pp | 82.8%+11.6pp |
| Annual return | 13.21% | 30.85%-17.6pp | 25.88%-12.7pp | 578.55%-565.3pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,310 | $4,383-47.3% | $3,706-37.7% | $5,439-57.5% |
| Admin fee / account holder | $52 | $8,563-99.4% | $5,608-99.1% | $10,885-99.5% |