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 | $187,704 | $197,591-5.0% | $177,821+5.6% | $158,922+18.1% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 11.89% | 58.76%-46.9pp | 48.32%-36.4pp | 302.83%-290.9pp |
| Employer contribution / active EE | $393 | $6,697-94.1% | $5,918-93.4% | $4,761-91.7% |
| Participant deferral / active EE | $5,800 | $8,405-31.0% | $7,714-24.8% | $5,982-3.0% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |