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 | $90,080 | $209,336-57.0% | $197,124-54.3% | $137,256-34.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.70% | 48.09%-31.4pp | 44.34%-27.6pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,002 | $6,591-84.8% | $6,227-83.9% | $4,156-75.9% |
| Participant deferral / active EE | $9,696 | $9,614+0.8% | $9,135+6.1% | $6,407+51.3% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |