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 | $91,563 | $202,318-54.7% | $172,739-47.0% | $152,861-40.1% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 22.97% | 1029.65%-1006.7pp | 802.84%-779.9pp | 345.32%-322.3pp |
| Employer contribution / active EE | $1,057 | $5,856-82.0% | $5,143-79.5% | $4,762-77.8% |
| Participant deferral / active EE | $2,710 | $5,948-54.4% | $5,198-47.9% | $5,850-53.7% |
| Admin fee / account holder | $173 | $17,109-99.0% | $13,954-98.8% | $11,596-98.5% |