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 | $54,455 | $198,466-72.6% | $170,442-68.1% | $147,584-63.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.99% | 257.29%-246.3pp | 205.93%-194.9pp | 578.55%-567.6pp |
| Employer contribution / active EE | $876 | $6,184-85.8% | $5,433-83.9% | $4,876-82.0% |
| Participant deferral / active EE | $5,993 | $5,629+6.5% | $4,939+21.3% | $5,439+10.2% |
| Admin fee / account holder | $199 | $16,852-98.8% | $13,880-98.6% | $10,885-98.2% |