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 | $164,976 | $217,402-24.1% | $185,823-11.2% | $167,490-1.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.28% | 148.36%-128.1pp | 122.05%-101.8pp | 478.56%-458.3pp |
| Employer contribution / active EE | $991 | $5,873-83.1% | $5,167-80.8% | $4,837-79.5% |
| Participant deferral / active EE | $2,636 | $6,356-58.5% | $5,568-52.7% | $6,341-58.4% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |