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 3-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 | $200,481 | $183,519+9.2% | $155,509+28.9% | $145,922+37.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.22% | 61.17%-47.0pp | 64.67%-50.5pp | 561.29%-547.1pp |
| Employer contribution / active EE | $800 | $5,313-84.9% | $4,672-82.9% | $4,660-82.8% |
| Participant deferral / active EE | $10,167 | $6,462+57.3% | $5,626+80.7% | $6,688+52.0% |
| Admin fee / account holder | $1 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |