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 | $244,093 | $198,466+23.0% | $170,442+43.2% | $147,584+65.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.24% | 257.29%-243.1pp | 205.93%-191.7pp | 578.55%-564.3pp |
| Employer contribution / active EE | $1,074 | $6,184-82.6% | $5,433-80.2% | $4,876-78.0% |
| Participant deferral / active EE | $2,591 | $5,629-54.0% | $4,939-47.5% | $5,439-52.4% |
| Admin fee / account holder | $83 | $16,852-99.5% | $13,880-99.4% | $10,885-99.2% |