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 | $94,377 | $210,408-55.1% | $153,485-38.5% | $145,922-35.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.29% | 13.37%+5.9pp | 15.65%+3.6pp | 561.29%-542.0pp |
| Employer contribution / active EE | $674 | $6,048-88.9% | $5,039-86.6% | $4,660-85.5% |
| Participant deferral / active EE | $8,475 | $7,975+6.3% | $6,757+25.4% | $6,688+26.7% |
| Admin fee / account holder | $0 | $19,419-100.0% | $12,724-100.0% | $13,397-100.0% |