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 | $40,668 | $104,251-61.0% | $91,001-55.3% | $147,584-72.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 21.76% | 27.06%-5.3pp | 4.60%+17.2pp | 578.55%-556.8pp |
| Employer contribution / active EE | $345 | $3,116-88.9% | $2,456-86.0% | $4,876-92.9% |
| Participant deferral / active EE | $1,310 | $4,195-68.8% | $3,547-63.1% | $5,439-75.9% |
| Admin fee / account holder | $86 | $8,948-99.0% | $5,417-98.4% | $10,885-99.2% |