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 | $84,325 | $183,592-54.1% | $155,567-45.8% | $145,959-42.2% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 11.11% | 61.24%-50.1pp | 64.74%-53.6pp | 561.95%-550.8pp |
| Employer contribution / active EE | $849 | $5,315-84.0% | $4,674-81.8% | $4,661-81.8% |
| Participant deferral / active EE | $9,240 | $6,464+42.9% | $5,628+64.2% | $6,689+38.1% |
| Admin fee / account holder | $4 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |