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 8-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 | $154,524 | $209,411-26.2% | $178,490-13.4% | $158,922-2.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 367.37% | 188.75%+178.6pp | 151.07%+216.3pp | 302.83%+64.5pp |
| Employer contribution / active EE | $781 | $5,706-86.3% | $5,011-84.4% | $4,761-83.6% |
| Participant deferral / active EE | $17,333 | $5,954+191.1% | $5,202+233.2% | $5,982+189.8% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |