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 | $201,447 | $148,534+35.6% | $135,903+48.2% | $139,434+44.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.64% | 79.19%-57.6pp | 68.23%-46.6pp | 372.94%-351.3pp |
| Employer contribution / active EE | $196 | $5,243-96.3% | $4,856-96.0% | $4,751-95.9% |
| Participant deferral / active EE | $6,000 | $8,100-25.9% | $7,758-22.7% | $6,710-10.6% |
| Admin fee / account holder | $60 | $12,400-99.5% | $10,762-99.4% | $11,403-99.5% |