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 | $29,128 | $165,335-82.4% | $149,696-80.5% | $158,922-81.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.69% | 348.15%-333.5pp | 276.60%-261.9pp | 302.83%-288.1pp |
| Employer contribution / active EE | $418 | $5,103-91.8% | $4,644-91.0% | $4,761-91.2% |
| Participant deferral / active EE | $11,621 | $7,181+61.8% | $6,842+69.9% | $5,982+94.3% |
| Admin fee / account holder | $29 | $10,807-99.7% | $9,309-99.7% | $11,246-99.7% |