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 | $210,943 | $228,332-7.6% | $185,823+13.5% | $158,922+32.7% |
| Participation rate | 85.7% | 82.3%+3.4pp | 78.0%+7.7pp | 82.0%+3.8pp |
| Annual return | 21.73% | 40.80%-19.1pp | 35.95%-14.2pp | 302.83%-281.1pp |
| Employer contribution / active EE | $330 | $4,967-93.4% | $4,087-91.9% | $4,761-93.1% |
| Participant deferral / active EE | $3,012 | $6,415-53.0% | $5,632-46.5% | $5,982-49.7% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |