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 | $67,693 | $175,202-61.4% | $149,673-54.8% | $139,434-51.5% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 12.14% | 166.71%-154.6pp | 134.42%-122.3pp | 372.94%-360.8pp |
| Employer contribution / active EE | $644 | $5,474-88.2% | $4,818-86.6% | $4,751-86.4% |
| Participant deferral / active EE | $3,750 | $6,519-42.5% | $5,680-34.0% | $6,710-44.1% |
| Admin fee / account holder | $106 | $16,150-99.3% | $13,210-99.2% | $11,403-99.1% |