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 | $120,488 | $106,515+13.1% | $96,683+24.6% | $139,434-13.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.08% | 38.43%-24.3pp | 35.69%-21.6pp | 372.94%-358.9pp |
| Employer contribution / active EE | $47 | $4,103-98.9% | $3,737-98.7% | $4,751-99.0% |
| Participant deferral / active EE | $3,490 | $5,454-36.0% | $4,878-28.5% | $6,710-48.0% |
| Admin fee / account holder | $200 | $7,877-97.5% | $6,730-97.0% | $11,403-98.2% |