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 | $38,198 | $197,591-80.7% | $177,821-78.5% | $158,922-76.0% |
| Participation rate | 91.7% | 88.5%+3.1pp | 87.7%+3.9pp | 82.0%+9.7pp |
| Annual return | 11.15% | 58.76%-47.6pp | 48.32%-37.2pp | 302.83%-291.7pp |
| Employer contribution / active EE | $775 | $6,697-88.4% | $5,918-86.9% | $4,761-83.7% |
| Participant deferral / active EE | $3,728 | $8,405-55.6% | $7,714-51.7% | $5,982-37.7% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |