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 7-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 | $30,094 | $201,272-85.0% | $184,203-83.7% | $145,922-79.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.33% | 29.00%-14.7pp | 28.81%-14.5pp | 561.29%-547.0pp |
| Employer contribution / active EE | $1,176 | $7,022-83.2% | $6,427-81.7% | $4,660-74.8% |
| Participant deferral / active EE | $3,554 | $9,806-63.8% | $9,131-61.1% | $6,688-46.9% |
| Admin fee / account holder | $164 | $16,364-99.0% | $13,901-98.8% | $13,397-98.8% |