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 | $238,437 | $201,272+18.5% | $184,203+29.4% | $145,922+63.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.65% | 29.00%-10.4pp | 28.81%-10.2pp | 561.29%-542.6pp |
| Employer contribution / active EE | $314 | $7,022-95.5% | $6,427-95.1% | $4,660-93.3% |
| Participant deferral / active EE | $6,574 | $9,806-33.0% | $9,131-28.0% | $6,688-1.7% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |