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 7-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 | $55,015 | $72,492-24.1% | $87,100-36.8% | $72,985-24.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 25.63% | 24.46%+1.2pp | 28.19%-2.6pp | 81.00%-55.4pp |
| Employer contribution / active EE | $422 | $1,894-77.7% | $2,521-83.3% | $2,440-82.7% |
| Participant deferral / active EE | $4,648 | $3,270+42.1% | $4,049+14.8% | $3,607+28.8% |
| Admin fee / account holder | $239 | $5,055-95.3% | $7,497-96.8% | $5,124-95.3% |