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 | $136,035 | $217,402-37.4% | $185,823-26.8% | $167,490-18.8% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 16.92% | 148.36%-131.4pp | 122.05%-105.1pp | 478.56%-461.6pp |
| Employer contribution / active EE | $906 | $5,873-84.6% | $5,167-82.5% | $4,837-81.3% |
| Participant deferral / active EE | $6,500 | $6,356+2.3% | $5,568+16.7% | $6,341+2.5% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |