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 | $157,205 | $159,602-1.5% | $150,045+4.8% | $142,382+10.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 16.55% | 70.24%-53.7pp | 62.55%-46.0pp | 217.08%-200.5pp |
| Employer contribution / active EE | $841 | $4,961-83.0% | $4,693-82.1% | $4,299-80.4% |
| Participant deferral / active EE | $8,237 | $8,310-0.9% | $7,997+3.0% | $6,507+26.6% |
| Admin fee / account holder | $276 | $14,846-98.1% | $13,435-97.9% | $12,624-97.8% |