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 | $160,627 | $144,119+11.5% | $117,854+36.3% | $147,584+8.8% |
| Participation rate | 78.6% | 83.4%-4.8pp | 79.7%-1.1pp | 82.8%-4.3pp |
| Annual return | 19.32% | 531.15%-511.8pp | 335.08%-315.8pp | 578.55%-559.2pp |
| Employer contribution / active EE | $865 | $4,896-82.3% | $3,786-77.2% | $4,876-82.3% |
| Participant deferral / active EE | $8,648 | $5,316+62.7% | $4,482+93.0% | $5,439+59.0% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |