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 | $38,386 | $91,037-57.8% | $71,671-46.4% | $147,584-74.0% |
| Participation rate | 80.0% | 76.1%+3.9pp | 68.7%+11.3pp | 82.8%-2.8pp |
| Annual return | 18.85% | 20.48%-1.6pp | 20.65%-1.8pp | 578.55%-559.7pp |
| Employer contribution / active EE | $387 | $3,327-88.4% | $2,460-84.3% | $4,876-92.1% |
| Participant deferral / active EE | $1,734 | $4,498-61.4% | $3,438-49.6% | $5,439-68.1% |
| Admin fee / account holder | $264 | $8,613-96.9% | $5,558-95.2% | $10,885-97.6% |