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 | $233,161 | $214,378+8.8% | $200,582+16.2% | $142,382+63.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.99% | 46.41%-32.4pp | 42.33%-28.3pp | 217.08%-203.1pp |
| Employer contribution / active EE | $0 | $6,841-100.0% | $6,419-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $9,907 | $9,865+0.4% | $9,331+6.2% | $6,507+52.2% |
| Admin fee / account holder | $82 | $17,692-99.5% | $16,305-99.5% | $12,624-99.3% |