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 | $137,271 | $165,335-17.0% | $149,696-8.3% | $158,922-13.6% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 12.67% | 348.15%-335.5pp | 276.60%-263.9pp | 302.83%-290.2pp |
| Employer contribution / active EE | $290 | $5,103-94.3% | $4,644-93.7% | $4,761-93.9% |
| Participant deferral / active EE | $3,190 | $7,181-55.6% | $6,842-53.4% | $5,982-46.7% |
| Admin fee / account holder | $168 | $10,807-98.4% | $9,309-98.2% | $11,246-98.5% |