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 | $34,348 | $118,450-71.0% | $98,439-65.1% | $139,434-75.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 17.33% | 18.94%-1.6pp | 21.16%-3.8pp | 372.94%-355.6pp |
| Employer contribution / active EE | $439 | $3,609-87.8% | $3,048-85.6% | $4,751-90.8% |
| Participant deferral / active EE | $1,651 | $5,392-69.4% | $4,738-65.1% | $6,710-75.4% |
| Admin fee / account holder | $279 | $14,026-98.0% | $8,948-96.9% | $11,403-97.6% |