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 | $79,162 | $183,963-57.0% | $162,163-51.2% | $152,861-48.2% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 24.26% | 150.76%-126.5pp | 115.59%-91.3pp | 345.32%-321.1pp |
| Employer contribution / active EE | $1,311 | $6,371-79.4% | $5,614-76.7% | $4,762-72.5% |
| Participant deferral / active EE | $3,737 | $8,034-53.5% | $7,298-48.8% | $5,850-36.1% |
| Admin fee / account holder | $87 | $13,121-99.3% | $10,843-99.2% | $11,596-99.3% |