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 | $112,868 | $183,963-38.6% | $162,163-30.4% | $152,861-26.2% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.4%+5.1pp |
| Annual return | 20.10% | 150.76%-130.7pp | 115.59%-95.5pp | 345.32%-325.2pp |
| Employer contribution / active EE | $1,336 | $6,371-79.0% | $5,614-76.2% | $4,762-71.9% |
| Participant deferral / active EE | $4,379 | $8,034-45.5% | $7,298-40.0% | $5,850-25.2% |
| Admin fee / account holder | $16 | $13,121-99.9% | $10,843-99.9% | $11,596-99.9% |