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 | $211,997 | $165,984+27.7% | $164,813+28.6% | $145,922+45.3% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 16.25% | 100.03%-83.8pp | 69.93%-53.7pp | 561.29%-545.0pp |
| Employer contribution / active EE | $989 | $5,273-81.3% | $4,341-77.2% | $4,660-78.8% |
| Participant deferral / active EE | $14,141 | $6,959+103.2% | $6,031+134.5% | $6,688+111.5% |
| Admin fee / account holder | $11 | $16,648-99.9% | $12,690-99.9% | $13,397-99.9% |