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 | $137,868 | $209,411-34.2% | $178,490-22.8% | $158,922-13.2% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 17.86% | 188.75%-170.9pp | 151.07%-133.2pp | 302.83%-285.0pp |
| Employer contribution / active EE | $1,088 | $5,706-80.9% | $5,011-78.3% | $4,761-77.2% |
| Participant deferral / active EE | $8,007 | $5,954+34.5% | $5,202+53.9% | $5,982+33.9% |
| Admin fee / account holder | $119 | $17,074-99.3% | $13,984-99.1% | $11,246-98.9% |