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 | $102,006 | $197,591-48.4% | $177,821-42.6% | $158,922-35.8% |
| Participation rate | 72.7% | 88.5%-15.8pp | 87.7%-15.0pp | 82.0%-9.2pp |
| Annual return | 11.53% | 58.76%-47.2pp | 48.32%-36.8pp | 302.83%-291.3pp |
| Employer contribution / active EE | $1,181 | $6,697-82.4% | $5,918-80.1% | $4,761-75.2% |
| Participant deferral / active EE | $6,626 | $8,405-21.2% | $7,714-14.1% | $5,982+10.8% |
| Admin fee / account holder | $1 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |