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 | $97,955 | $127,777-23.3% | $106,548-8.1% | $167,490-41.5% |
| Participation rate | 88.9% | 78.3%+10.6pp | 76.1%+12.8pp | 82.1%+6.8pp |
| Annual return | 12.31% | 33.87%-21.6pp | 26.80%-14.5pp | 478.56%-466.3pp |
| Employer contribution / active EE | $206 | $3,427-94.0% | $2,819-92.7% | $4,837-95.7% |
| Participant deferral / active EE | $5,200 | $5,087+2.2% | $4,398+18.2% | $6,341-18.0% |
| Admin fee / account holder | $70 | $11,228-99.4% | $7,407-99.1% | $12,309-99.4% |