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 | $226,294 | $217,402+4.1% | $185,823+21.8% | $167,490+35.1% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 20.40% | 148.36%-128.0pp | 122.05%-101.6pp | 478.56%-458.2pp |
| Employer contribution / active EE | $1,167 | $5,873-80.1% | $5,167-77.4% | $4,837-75.9% |
| Participant deferral / active EE | $10,854 | $6,356+70.8% | $5,568+94.9% | $6,341+71.2% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |