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 | $36,754 | $198,466-81.5% | $170,442-78.4% | $147,584-75.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.73% | 257.29%-238.6pp | 205.93%-187.2pp | 578.55%-559.8pp |
| Employer contribution / active EE | $1,215 | $6,184-80.3% | $5,433-77.6% | $4,876-75.1% |
| Participant deferral / active EE | $3,012 | $5,629-46.5% | $4,939-39.0% | $5,439-44.6% |
| Admin fee / account holder | $286 | $16,852-98.3% | $13,880-97.9% | $10,885-97.4% |