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 | $157,984 | $162,781-2.9% | $133,956+17.9% | $158,922-0.6% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 13.85% | 41.94%-28.1pp | 45.09%-31.2pp | 302.83%-289.0pp |
| Employer contribution / active EE | $550 | $4,975-88.9% | $3,919-86.0% | $4,761-88.4% |
| Participant deferral / active EE | $4,464 | $5,911-24.5% | $5,048-11.6% | $5,982-25.4% |
| Admin fee / account holder | $20 | $11,736-99.8% | $8,927-99.8% | $11,246-99.8% |