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 6-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 | $134,276 | $107,452+25.0% | $91,541+46.7% | $142,382-5.7% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.8%+5.2pp | 80.1%-5.1pp |
| Annual return | 19.18% | 22.06%-2.9pp | 20.50%-1.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | -$4,088 | $2,994-236.5% | $2,505-263.2% | $4,299-195.1% |
| Participant deferral / active EE | $11,243 | $4,754+136.5% | $4,008+180.5% | $6,507+72.8% |
| Admin fee / account holder | $78 | $8,834-99.1% | $6,956-98.9% | $12,624-99.4% |