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 | $129,279 | $198,466-34.9% | $170,442-24.2% | $147,584-12.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.30% | 257.29%-243.0pp | 205.93%-191.6pp | 578.55%-564.2pp |
| Employer contribution / active EE | $791 | $6,184-87.2% | $5,433-85.4% | $4,876-83.8% |
| Participant deferral / active EE | $4,410 | $5,629-21.7% | $4,939-10.7% | $5,439-18.9% |
| Admin fee / account holder | $267 | $16,852-98.4% | $13,880-98.1% | $10,885-97.5% |