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 | $121,012 | $102,317+18.3% | $146,958-17.7% | $80,856+49.7% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.2%+5.3pp | 67.6%+19.9pp |
| Annual return | 12.60% | 134.76%-122.2pp | 418.34%-405.7pp | 35.59%-23.0pp |
| Employer contribution / active EE | $576 | $3,713-84.5% | $4,933-88.3% | $2,755-79.1% |
| Participant deferral / active EE | $4,522 | $6,644-31.9% | $8,070-44.0% | $4,296+5.3% |
| Admin fee / account holder | $47 | $7,941-99.4% | $12,998-99.6% | $6,918-99.3% |