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 | $168,108 | $177,572-5.3% | $154,803+8.6% | $142,382+18.1% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 13.55% | 65.07%-51.5pp | 58.88%-45.3pp | 217.08%-203.5pp |
| Employer contribution / active EE | $728 | $4,810-84.9% | $4,305-83.1% | $4,299-83.1% |
| Participant deferral / active EE | $13,150 | $6,272+109.7% | $5,540+137.3% | $6,507+102.1% |
| Admin fee / account holder | $10 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |