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 | $142,634 | $162,781-12.4% | $133,956+6.5% | $158,922-10.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 19.58% | 41.94%-22.4pp | 45.09%-25.5pp | 302.83%-283.2pp |
| Employer contribution / active EE | $426 | $4,975-91.4% | $3,919-89.1% | $4,761-91.0% |
| Participant deferral / active EE | $3,236 | $5,911-45.3% | $5,048-35.9% | $5,982-45.9% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |