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 | $39,793 | $198,466-79.9% | $170,442-76.7% | $147,584-73.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.88% | 257.29%-241.4pp | 205.93%-190.0pp | 578.55%-562.7pp |
| Employer contribution / active EE | $1,133 | $6,184-81.7% | $5,433-79.1% | $4,876-76.8% |
| Participant deferral / active EE | $2,747 | $5,629-51.2% | $4,939-44.4% | $5,439-49.5% |
| Admin fee / account holder | $40 | $16,852-99.8% | $13,880-99.7% | $10,885-99.6% |