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 | $106,509 | $171,865-38.0% | $149,718-28.9% | $147,584-27.8% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 10.84% | 2113.22%-2102.4pp | 1501.63%-1490.8pp | 578.55%-567.7pp |
| Employer contribution / active EE | $1,115 | $6,275-82.2% | $5,445-79.5% | $4,876-77.1% |
| Participant deferral / active EE | $9,297 | $7,271+27.9% | $6,569+41.5% | $5,439+70.9% |
| Admin fee / account holder | $94 | $13,799-99.3% | $11,283-99.2% | $10,885-99.1% |