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 | $152,837 | $198,466-23.0% | $170,442-10.3% | $147,584+3.6% |
| Participation rate | 77.8% | 88.0%-10.2pp | 83.6%-5.8pp | 82.8%-5.1pp |
| Annual return | 21.26% | 257.29%-236.0pp | 205.93%-184.7pp | 578.55%-557.3pp |
| Employer contribution / active EE | $1,196 | $6,184-80.7% | $5,433-78.0% | $4,876-75.5% |
| Participant deferral / active EE | $5,317 | $5,629-5.5% | $4,939+7.6% | $5,439-2.2% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |