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 | $54,770 | $175,202-68.7% | $149,673-63.4% | $139,434-60.7% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 17.12% | 166.71%-149.6pp | 134.42%-117.3pp | 372.94%-355.8pp |
| Employer contribution / active EE | $700 | $5,474-87.2% | $4,818-85.5% | $4,751-85.3% |
| Participant deferral / active EE | $12,555 | $6,519+92.6% | $5,680+121.0% | $6,710+87.1% |
| Admin fee / account holder | $175 | $16,150-98.9% | $13,210-98.7% | $11,403-98.5% |