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 | $229,777 | $209,832+9.5% | $189,513+21.2% | $167,490+37.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.41% | 748.27%-730.9pp | 555.15%-537.7pp | 478.56%-461.1pp |
| Employer contribution / active EE | $1,440 | $6,914-79.2% | $6,162-76.6% | $4,837-70.2% |
| Participant deferral / active EE | $14,448 | $8,935+61.7% | $8,221+75.7% | $6,341+127.8% |
| Admin fee / account holder | $265 | $14,293-98.1% | $12,045-97.8% | $12,309-97.9% |