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 | $24,290 | $226,064-89.3% | $182,532-86.7% | $152,861-84.1% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.0%+10.9pp | 82.4%+6.4pp |
| Annual return | 21.33% | 192.51%-171.2pp | 148.54%-127.2pp | 345.32%-324.0pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,942 | $6,368+9.0% | $5,524+25.7% | $5,850+18.7% |
| Admin fee / account holder | $166 | $10,703-98.5% | $8,592-98.1% | $11,596-98.6% |