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 | $160,859 | $177,572-9.4% | $154,803+3.9% | $142,382+13.0% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 14.19% | 65.07%-50.9pp | 58.88%-44.7pp | 217.08%-202.9pp |
| Employer contribution / active EE | $466 | $4,810-90.3% | $4,305-89.2% | $4,299-89.2% |
| Participant deferral / active EE | $2,705 | $6,272-56.9% | $5,540-51.2% | $6,507-58.4% |
| Admin fee / account holder | $223 | $16,786-98.7% | $14,329-98.4% | $12,624-98.2% |