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 | $71,462 | $72,492-1.4% | $87,100-18.0% | $72,985-2.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 32.61% | 24.46%+8.2pp | 28.19%+4.4pp | 81.00%-48.4pp |
| Employer contribution / active EE | $273 | $1,894-85.6% | $2,521-89.2% | $2,440-88.8% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,607-100.0% |
| Admin fee / account holder | $189 | $5,055-96.3% | $7,497-97.5% | $5,124-96.3% |