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 | $225,555 | $197,591+14.2% | $177,821+26.8% | $158,922+41.9% |
| Participation rate | 78.3% | 88.5%-10.3pp | 87.7%-9.5pp | 82.0%-3.7pp |
| Annual return | 15.83% | 58.76%-42.9pp | 48.32%-32.5pp | 302.83%-287.0pp |
| Employer contribution / active EE | $1,180 | $6,697-82.4% | $5,918-80.1% | $4,761-75.2% |
| Participant deferral / active EE | $6,859 | $8,405-18.4% | $7,714-11.1% | $5,982+14.7% |
| Admin fee / account holder | $71 | $15,399-99.5% | $12,427-99.4% | $11,246-99.4% |