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 | $128,891 | $171,865-25.0% | $149,718-13.9% | $147,584-12.7% |
| Participation rate | 92.9% | 88.2%+4.7pp | 87.1%+5.8pp | 82.8%+10.0pp |
| Annual return | 19.03% | 2113.22%-2094.2pp | 1501.63%-1482.6pp | 578.55%-559.5pp |
| Employer contribution / active EE | $814 | $6,275-87.0% | $5,445-85.0% | $4,876-83.3% |
| Participant deferral / active EE | $8,338 | $7,271+14.7% | $6,569+26.9% | $5,439+53.3% |
| Admin fee / account holder | $14 | $13,799-99.9% | $11,283-99.9% | $10,885-99.9% |