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 | $78,032 | $202,318-61.4% | $172,739-54.8% | $152,861-49.0% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 39.43% | 1029.65%-990.2pp | 802.84%-763.4pp | 345.32%-305.9pp |
| Employer contribution / active EE | $1,201 | $5,856-79.5% | $5,143-76.7% | $4,762-74.8% |
| Participant deferral / active EE | $9,951 | $5,948+67.3% | $5,198+91.4% | $5,850+70.1% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |