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 5-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 | $128,252 | $159,602-19.6% | $150,045-14.5% | $142,382-9.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 82.56% | 70.24%+12.3pp | 62.55%+20.0pp | 217.08%-134.5pp |
| Employer contribution / active EE | $850 | $4,961-82.9% | $4,693-81.9% | $4,299-80.2% |
| Participant deferral / active EE | $12,070 | $8,310+45.2% | $7,997+50.9% | $6,507+85.5% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |