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 | $92,655 | $148,534-37.6% | $135,903-31.8% | $139,434-33.5% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 17.89% | 79.19%-61.3pp | 68.23%-50.3pp | 372.94%-355.0pp |
| Employer contribution / active EE | $847 | $5,243-83.8% | $4,856-82.5% | $4,751-82.2% |
| Participant deferral / active EE | $8,270 | $8,100+2.1% | $7,758+6.6% | $6,710+23.2% |
| Admin fee / account holder | $261 | $12,400-97.9% | $10,762-97.6% | $11,403-97.7% |