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 | $126,573 | $165,335-23.4% | $149,696-15.4% | $158,922-20.4% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 8.35% | 348.15%-339.8pp | 276.60%-268.2pp | 302.83%-294.5pp |
| Employer contribution / active EE | $593 | $5,103-88.4% | $4,644-87.2% | $4,761-87.5% |
| Participant deferral / active EE | $3,490 | $7,181-51.4% | $6,842-49.0% | $5,982-41.7% |
| Admin fee / account holder | $4 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |