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 | $123,209 | $180,749-31.8% | $160,784-23.4% | $137,256-10.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 14.58% | 2234.46%-2219.9pp | 1803.92%-1789.3pp | 220.34%-205.8pp |
| Employer contribution / active EE | $62 | $4,155-98.5% | $3,733-98.3% | $4,156-98.5% |
| Participant deferral / active EE | $4,891 | $6,844-28.5% | $6,293-22.3% | $6,407-23.7% |
| Admin fee / account holder | $232 | $10,397-97.8% | $9,717-97.6% | $12,270-98.1% |