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 | $35,099 | $197,591-82.2% | $177,821-80.3% | $158,922-77.9% |
| Participation rate | 73.9% | 88.5%-14.6pp | 87.7%-13.8pp | 82.0%-8.0pp |
| Annual return | 23.88% | 58.76%-34.9pp | 48.32%-24.4pp | 302.83%-278.9pp |
| Employer contribution / active EE | $1,007 | $6,697-85.0% | $5,918-83.0% | $4,761-78.8% |
| Participant deferral / active EE | $5,594 | $8,405-33.4% | $7,714-27.5% | $5,982-6.5% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |