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 | $22,984 | $154,117-85.1% | $129,995-82.3% | $139,434-83.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 15.45% | 32.48%-17.0pp | -137.18%+152.6pp | 372.94%-357.5pp |
| Employer contribution / active EE | $430 | $5,289-91.9% | $4,320-90.0% | $4,751-90.9% |
| Participant deferral / active EE | $2,488 | $6,710-62.9% | $5,820-57.3% | $6,710-62.9% |
| Admin fee / account holder | $11 | $14,007-99.9% | $10,614-99.9% | $11,403-99.9% |