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 | $43,848 | $124,281-64.7% | $109,143-59.8% | $167,490-73.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.10% | 26.04%-12.9pp | 25.75%-12.6pp | 478.56%-465.5pp |
| Employer contribution / active EE | $625 | $4,207-85.1% | $3,722-83.2% | $4,837-87.1% |
| Participant deferral / active EE | $2,238 | $5,255-57.4% | $4,653-51.9% | $6,341-64.7% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |