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 3-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 | $169,131 | $185,822-9.0% | $169,993-0.5% | $139,434+21.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.75% | 60.50%-43.7pp | 53.37%-36.6pp | 372.94%-356.2pp |
| Employer contribution / active EE | $1,360 | $7,590-82.1% | $6,785-80.0% | $4,751-71.4% |
| Participant deferral / active EE | $13,750 | $11,622+18.3% | $10,408+32.1% | $6,710+104.9% |
| Admin fee / account holder | $183 | $15,381-98.8% | $12,815-98.6% | $11,403-98.4% |