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 | $40,058 | $197,591-79.7% | $177,821-77.5% | $158,922-74.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 9.21% | 58.76%-49.5pp | 48.32%-39.1pp | 302.83%-293.6pp |
| Employer contribution / active EE | $1,000 | $6,697-85.1% | $5,918-83.1% | $4,761-79.0% |
| Participant deferral / active EE | $3,100 | $8,405-63.1% | $7,714-59.8% | $5,982-48.2% |
| Admin fee / account holder | $35 | $15,399-99.8% | $12,427-99.7% | $11,246-99.7% |