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 | $124,174 | $109,359+13.5% | $162,163-23.4% | $72,985+70.1% |
| Participation rate | 80.0% | 84.3%-4.3pp | 87.6%-7.6pp | 69.5%+10.5pp |
| Annual return | 24.73% | 25.46%-0.7pp | 115.59%-90.9pp | 81.00%-56.3pp |
| Employer contribution / active EE | $120 | $3,907-96.9% | $5,614-97.9% | $2,440-95.1% |
| Participant deferral / active EE | $13,343 | $5,481+143.4% | $7,298+82.8% | $3,607+269.9% |
| Admin fee / account holder | $0 | $7,972-100.0% | $10,843-100.0% | $5,124-100.0% |