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 | $102,533 | $93,571+9.6% | $135,903-24.6% | $75,163+36.4% |
| Participation rate | 87.5% | 75.2%+12.3pp | 81.9%+5.6pp | 67.2%+20.3pp |
| Annual return | 15.60% | 30.90%-15.3pp | 68.23%-52.6pp | 160.62%-145.0pp |
| Employer contribution / active EE | $531 | $3,537-85.0% | $4,856-89.1% | $2,670-80.1% |
| Participant deferral / active EE | $4,613 | $6,404-28.0% | $7,758-40.5% | $4,125+11.8% |
| Admin fee / account holder | $126 | $6,975-98.2% | $10,762-98.8% | $5,651-97.8% |