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 | $145,576 | $175,202-16.9% | $149,673-2.7% | $139,434+4.4% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 16.54% | 166.71%-150.2pp | 134.42%-117.9pp | 372.94%-356.4pp |
| Employer contribution / active EE | $1,023 | $5,474-81.3% | $4,818-78.8% | $4,751-78.5% |
| Participant deferral / active EE | $3,777 | $6,519-42.1% | $5,680-33.5% | $6,710-43.7% |
| Admin fee / account holder | $163 | $16,150-99.0% | $13,210-98.8% | $11,403-98.6% |