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 | $71,873 | $202,318-64.5% | $172,739-58.4% | $152,861-53.0% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 39.58% | 1029.65%-990.1pp | 802.84%-763.3pp | 345.32%-305.7pp |
| Employer contribution / active EE | $167 | $5,856-97.2% | $5,143-96.8% | $4,762-96.5% |
| Participant deferral / active EE | $8,339 | $5,948+40.2% | $5,198+60.4% | $5,850+42.5% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |