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 | $117,798 | $183,963-36.0% | $162,163-27.4% | $152,861-22.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 26.61% | 150.76%-124.2pp | 115.59%-89.0pp | 345.32%-318.7pp |
| Employer contribution / active EE | $870 | $6,371-86.3% | $5,614-84.5% | $4,762-81.7% |
| Participant deferral / active EE | $9,240 | $8,034+15.0% | $7,298+26.6% | $5,850+57.9% |
| Admin fee / account holder | $20 | $13,121-99.8% | $10,843-99.8% | $11,596-99.8% |