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 | $87,716 | $202,432-56.7% | $169,368-48.2% | $139,434-37.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.47% | 531.74%-514.3pp | 405.60%-388.1pp | 372.94%-355.5pp |
| Employer contribution / active EE | $365 | $4,692-92.2% | $4,013-90.9% | $4,751-92.3% |
| Participant deferral / active EE | $1,461 | $6,938-78.9% | $6,221-76.5% | $6,710-78.2% |
| Admin fee / account holder | $145 | $10,708-98.6% | $9,003-98.4% | $11,403-98.7% |