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 | $63,665 | $198,466-67.9% | $170,442-62.6% | $147,584-56.9% |
| Participation rate | 86.7% | 88.0%-1.3pp | 83.6%+3.1pp | 82.8%+3.8pp |
| Annual return | 24.25% | 257.29%-233.0pp | 205.93%-181.7pp | 578.55%-554.3pp |
| Employer contribution / active EE | $1,180 | $6,184-80.9% | $5,433-78.3% | $4,876-75.8% |
| Participant deferral / active EE | $3,270 | $5,629-41.9% | $4,939-33.8% | $5,439-39.9% |
| Admin fee / account holder | $11 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |