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 | $70,041 | $74,888-6.5% | $71,209-1.6% | $142,382-50.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.54% | 345.14%-327.6pp | 282.51%-265.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $293 | $2,854-89.7% | $2,721-89.2% | $4,299-93.2% |
| Participant deferral / active EE | $3,102 | $4,454-30.4% | $4,175-25.7% | $6,507-52.3% |
| Admin fee / account holder | $73 | $5,568-98.7% | $5,349-98.6% | $12,624-99.4% |