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 9-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 | $173,280 | $198,466-12.7% | $170,442+1.7% | $147,584+17.4% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 0.00% | 257.29%-257.3pp | 205.93%-205.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $571 | $6,184-90.8% | $5,433-89.5% | $4,876-88.3% |
| Participant deferral / active EE | $8,053 | $5,629+43.1% | $4,939+63.0% | $5,439+48.1% |
| Admin fee / account holder | $246 | $16,852-98.5% | $13,880-98.2% | $10,885-97.7% |