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 | $36,765 | $181,894-79.8% | $156,549-76.5% | $273,961-86.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.19% | 30.74%-21.6pp | 32.23%-23.0pp | 41.45%-32.3pp |
| Employer contribution / active EE | $866 | $6,248-86.1% | $5,501-84.3% | $4,869-82.2% |
| Participant deferral / active EE | $3,634 | $5,550-34.5% | $4,871-25.4% | $5,287-31.3% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |