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 | $120,442 | $202,318-40.5% | $172,739-30.3% | $152,861-21.2% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 26.90% | 1029.65%-1002.8pp | 802.84%-775.9pp | 345.32%-318.4pp |
| Employer contribution / active EE | $509 | $5,856-91.3% | $5,143-90.1% | $4,762-89.3% |
| Participant deferral / active EE | $6,264 | $5,948+5.3% | $5,198+20.5% | $5,850+7.1% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |