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 | $115,549 | $175,202-34.0% | $149,673-22.8% | $139,434-17.1% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 61.45% | 166.71%-105.3pp | 134.42%-73.0pp | 372.94%-311.5pp |
| Employer contribution / active EE | $480 | $5,474-91.2% | $4,818-90.0% | $4,751-89.9% |
| Participant deferral / active EE | $3,981 | $6,519-38.9% | $5,680-29.9% | $6,710-40.7% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |