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 | $166,573 | $183,963-9.5% | $162,163+2.7% | $152,861+9.0% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.6%-16.1pp | 82.4%-11.0pp |
| Annual return | 21.71% | 150.76%-129.1pp | 115.59%-93.9pp | 345.32%-323.6pp |
| Employer contribution / active EE | $1,184 | $6,371-81.4% | $5,614-78.9% | $4,762-75.1% |
| Participant deferral / active EE | $2,982 | $8,034-62.9% | $7,298-59.1% | $5,850-49.0% |
| Admin fee / account holder | $246 | $13,121-98.1% | $10,843-97.7% | $11,596-97.9% |