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 | $49,989 | $112,096-55.4% | $95,952-47.9% | $158,922-68.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 23.73% | 171.09%-147.4pp | 91.61%-67.9pp | 302.83%-279.1pp |
| Employer contribution / active EE | $607 | $3,198-81.0% | $2,541-76.1% | $4,761-87.3% |
| Participant deferral / active EE | $9,564 | $4,784+99.9% | $4,167+129.5% | $5,982+59.9% |
| Admin fee / account holder | $20 | $10,130-99.8% | $6,795-99.7% | $11,246-99.8% |