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 | $107,558 | $171,865-37.4% | $149,718-28.2% | $147,584-27.1% |
| Participation rate | 90.0% | 88.2%+1.8pp | 87.1%+2.9pp | 82.8%+7.2pp |
| Annual return | 18.15% | 2113.22%-2095.1pp | 1501.63%-1483.5pp | 578.55%-560.4pp |
| Employer contribution / active EE | $680 | $6,275-89.2% | $5,445-87.5% | $4,876-86.1% |
| Participant deferral / active EE | $9,176 | $7,271+26.2% | $6,569+39.7% | $5,439+68.7% |
| Admin fee / account holder | $284 | $13,799-97.9% | $11,283-97.5% | $10,885-97.4% |