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 | $217,419 | $91,190+138.4% | $178,490+21.8% | $79,858+172.3% |
| Participation rate | 89.3% | 69.2%+20.1pp | 81.9%+7.4pp | 69.6%+19.7pp |
| Annual return | 19.88% | 24.19%-4.3pp | 151.07%-131.2pp | 31.71%-11.8pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,198 | $3,236+91.5% | $5,202+19.2% | $3,740+65.7% |
| Admin fee / account holder | $139 | $6,751-97.9% | $13,984-99.0% | $5,306-97.4% |