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 | $152,163 | $171,865-11.5% | $149,718+1.6% | $147,584+3.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 24.76% | 2113.22%-2088.5pp | 1501.63%-1476.9pp | 578.55%-553.8pp |
| Employer contribution / active EE | $792 | $6,275-87.4% | $5,445-85.5% | $4,876-83.8% |
| Participant deferral / active EE | $5,936 | $7,271-18.4% | $6,569-9.6% | $5,439+9.1% |
| Admin fee / account holder | $220 | $13,799-98.4% | $11,283-98.1% | $10,885-98.0% |