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 | $130,962 | $198,466-34.0% | $170,442-23.2% | $147,584-11.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.35% | 257.29%-247.9pp | 205.93%-196.6pp | 578.55%-569.2pp |
| Employer contribution / active EE | $402 | $6,184-93.5% | $5,433-92.6% | $4,876-91.8% |
| Participant deferral / active EE | $13,200 | $5,629+134.5% | $4,939+167.2% | $5,439+142.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |