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 | $40,218 | $99,020-59.4% | $86,590-53.6% | $147,584-72.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 10.14% | 1312.34%-1302.2pp | 964.84%-954.7pp | 578.55%-568.4pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,200 | $3,972-69.8% | $3,609-66.7% | $5,439-77.9% |
| Admin fee / account holder | $287 | $5,710-95.0% | $4,906-94.2% | $10,885-97.4% |