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 | $165,748 | $185,822-10.8% | $169,993-2.5% | $139,434+18.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.78% | 60.50%-46.7pp | 53.37%-39.6pp | 372.94%-359.2pp |
| Employer contribution / active EE | $1,146 | $7,590-84.9% | $6,785-83.1% | $4,751-75.9% |
| Participant deferral / active EE | $13,875 | $11,622+19.4% | $10,408+33.3% | $6,710+106.8% |
| Admin fee / account holder | $100 | $15,381-99.3% | $12,815-99.2% | $11,403-99.1% |