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 | $45,702 | $171,865-73.4% | $149,718-69.5% | $147,584-69.0% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 19.09% | 2113.22%-2094.1pp | 1501.63%-1482.5pp | 578.55%-559.5pp |
| Employer contribution / active EE | $1,244 | $6,275-80.2% | $5,445-77.2% | $4,876-74.5% |
| Participant deferral / active EE | $4,734 | $7,271-34.9% | $6,569-27.9% | $5,439-12.9% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |