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 | $33,617 | $175,202-80.8% | $149,673-77.5% | $139,434-75.9% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 16.51% | 166.71%-150.2pp | 134.42%-117.9pp | 372.94%-356.4pp |
| Employer contribution / active EE | $991 | $5,474-81.9% | $4,818-79.4% | $4,751-79.1% |
| Participant deferral / active EE | $2,763 | $6,519-57.6% | $5,680-51.4% | $6,710-58.8% |
| Admin fee / account holder | $281 | $16,150-98.3% | $13,210-97.9% | $11,403-97.5% |