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 | $21,639 | $107,334-79.8% | $92,893-76.7% | $152,861-85.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 22.08% | 145.58%-123.5pp | 109.41%-87.3pp | 345.32%-323.2pp |
| Employer contribution / active EE | $522 | $4,221-87.6% | $3,653-85.7% | $4,762-89.0% |
| Participant deferral / active EE | $3,960 | $4,845-18.3% | $4,236-6.5% | $5,850-32.3% |
| Admin fee / account holder | $111 | $7,079-98.4% | $5,794-98.1% | $11,596-99.0% |