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 | $150,388 | $183,963-18.3% | $162,163-7.3% | $152,861-1.6% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 24.26% | 150.76%-126.5pp | 115.59%-91.3pp | 345.32%-321.1pp |
| Employer contribution / active EE | $719 | $6,371-88.7% | $5,614-87.2% | $4,762-84.9% |
| Participant deferral / active EE | $5,921 | $8,034-26.3% | $7,298-18.9% | $5,850+1.2% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |