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 | $142,352 | $118,450+20.2% | $98,439+44.6% | $139,434+2.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 18.06% | 18.94%-0.9pp | 21.16%-3.1pp | 372.94%-354.9pp |
| Employer contribution / active EE | $0 | $3,609-100.0% | $3,048-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $5,585 | $5,392+3.6% | $4,738+17.9% | $6,710-16.8% |
| Admin fee / account holder | $212 | $14,026-98.5% | $8,948-97.6% | $11,403-98.1% |