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 | $106,116 | $135,952-21.9% | $123,892-14.3% | $273,961-61.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.49% | 56.63%-52.1pp | 47.52%-43.0pp | 41.45%-37.0pp |
| Employer contribution / active EE | $500 | $5,170-90.3% | $4,617-89.2% | $4,869-89.7% |
| Participant deferral / active EE | $18,000 | $6,343+183.8% | $5,984+200.8% | $5,287+240.5% |
| Admin fee / account holder | $206 | $9,817-97.9% | $8,357-97.5% | $10,132-98.0% |