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 | $65,303 | $198,466-67.1% | $170,442-61.7% | $147,584-55.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.82% | 257.29%-240.5pp | 205.93%-189.1pp | 578.55%-561.7pp |
| Employer contribution / active EE | $1,074 | $6,184-82.6% | $5,433-80.2% | $4,876-78.0% |
| Participant deferral / active EE | $2,187 | $5,629-61.1% | $4,939-55.7% | $5,439-59.8% |
| Admin fee / account holder | $242 | $16,852-98.6% | $13,880-98.3% | $10,885-97.8% |