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 | $157,967 | $171,865-8.1% | $149,718+5.5% | $147,584+7.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.52% | 2113.22%-2095.7pp | 1501.63%-1484.1pp | 578.55%-561.0pp |
| Employer contribution / active EE | $664 | $6,275-89.4% | $5,445-87.8% | $4,876-86.4% |
| Participant deferral / active EE | $5,784 | $7,271-20.4% | $6,569-11.9% | $5,439+6.3% |
| Admin fee / account holder | $291 | $13,799-97.9% | $11,283-97.4% | $10,885-97.3% |