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 8-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 | $111,227 | $148,534-25.1% | $135,903-18.2% | $139,434-20.2% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 30.69% | 79.19%-48.5pp | 68.23%-37.5pp | 372.94%-342.3pp |
| Employer contribution / active EE | $942 | $5,243-82.0% | $4,856-80.6% | $4,751-80.2% |
| Participant deferral / active EE | $5,980 | $8,100-26.2% | $7,758-22.9% | $6,710-10.9% |
| Admin fee / account holder | $12 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |