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 | $177,344 | $157,256+12.8% | $141,162+25.6% | $152,861+16.0% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 21.15% | 64.32%-43.2pp | 71.39%-50.2pp | 345.32%-324.2pp |
| Employer contribution / active EE | $808 | $5,261-84.6% | $4,735-82.9% | $4,762-83.0% |
| Participant deferral / active EE | $3,172 | $7,109-55.4% | $6,709-52.7% | $5,850-45.8% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |