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 | $89,235 | $87,841+1.6% | $133,980-33.4% | $62,891+41.9% |
| Participation rate | 92.3% | 83.4%+8.9pp | 87.1%+5.2pp | 69.3%+23.0pp |
| Annual return | 10.00% | 12.05%-2.1pp | 29.30%-19.3pp | 20.14%-10.1pp |
| Employer contribution / active EE | $252 | $3,483-92.8% | $5,211-95.2% | $2,281-89.0% |
| Participant deferral / active EE | $12,767 | $4,812+165.3% | $6,282+103.2% | $3,203+298.6% |
| Admin fee / account holder | $0 | $5,371-100.0% | $9,324-100.0% | $4,296-100.0% |