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 | $122,842 | $209,336-41.3% | $197,124-37.7% | $137,256-10.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 30.24% | 48.09%-17.9pp | 44.34%-14.1pp | 220.34%-190.1pp |
| Employer contribution / active EE | $545 | $6,591-91.7% | $6,227-91.3% | $4,156-86.9% |
| Participant deferral / active EE | $11,350 | $9,614+18.1% | $9,135+24.2% | $6,407+77.2% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |