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 | $156,733 | $165,335-5.2% | $149,696+4.7% | $158,922-1.4% |
| Participation rate | 76.9% | 84.6%-7.6pp | 82.5%-5.6pp | 82.0%-5.0pp |
| Annual return | 17.14% | 348.15%-331.0pp | 276.60%-259.5pp | 302.83%-285.7pp |
| Employer contribution / active EE | $281 | $5,103-94.5% | $4,644-93.9% | $4,761-94.1% |
| Participant deferral / active EE | $5,399 | $7,181-24.8% | $6,842-21.1% | $5,982-9.8% |
| Admin fee / account holder | $113 | $10,807-99.0% | $9,309-98.8% | $11,246-99.0% |