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 9-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 | $167,622 | $106,584+57.3% | $101,326+65.4% | $142,382+17.7% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 18.69% | 36.93%-18.2pp | 36.82%-18.1pp | 217.08%-198.4pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $8,391 | $8,297+1.1% | $7,994+5.0% | $6,507+29.0% |
| Admin fee / account holder | $214 | $11,446-98.1% | $11,185-98.1% | $12,624-98.3% |