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 | $35,284 | $181,894-80.6% | $156,549-77.5% | $273,961-87.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.55% | 30.74%-24.2pp | 32.23%-25.7pp | 41.45%-34.9pp |
| Employer contribution / active EE | $1,055 | $6,248-83.1% | $5,501-80.8% | $4,869-78.3% |
| Participant deferral / active EE | $3,618 | $5,550-34.8% | $4,871-25.7% | $5,287-31.6% |
| Admin fee / account holder | $97 | $15,559-99.4% | $13,027-99.3% | $10,132-99.0% |