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 | $186,980 | $183,963+1.6% | $162,163+15.3% | $152,861+22.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.16% | 150.76%-127.6pp | 115.59%-92.4pp | 345.32%-322.2pp |
| Employer contribution / active EE | $0 | $6,371-100.0% | $5,614-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,000 | $8,034-25.3% | $7,298-17.8% | $5,850+2.6% |
| Admin fee / account holder | $13 | $13,121-99.9% | $10,843-99.9% | $11,596-99.9% |