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 | $157,241 | $202,318-22.3% | $172,739-9.0% | $152,861+2.9% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 24.73% | 1029.65%-1004.9pp | 802.84%-778.1pp | 345.32%-320.6pp |
| Employer contribution / active EE | $1,230 | $5,856-79.0% | $5,143-76.1% | $4,762-74.2% |
| Participant deferral / active EE | $5,484 | $5,948-7.8% | $5,198+5.5% | $5,850-6.3% |
| Admin fee / account holder | $35 | $17,109-99.8% | $13,954-99.8% | $11,596-99.7% |