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 | $33,854 | $198,466-82.9% | $170,442-80.1% | $147,584-77.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 27.10% | 257.29%-230.2pp | 205.93%-178.8pp | 578.55%-551.5pp |
| Employer contribution / active EE | $474 | $6,184-92.3% | $5,433-91.3% | $4,876-90.3% |
| Participant deferral / active EE | $1,972 | $5,629-65.0% | $4,939-60.1% | $5,439-63.7% |
| Admin fee / account holder | $8 | $16,852-100.0% | $13,880-99.9% | $10,885-99.9% |