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 | $126,668 | $176,056-28.1% | $159,436-20.6% | $167,490-24.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.49% | 331.75%-315.3pp | 263.57%-247.1pp | 478.56%-462.1pp |
| Employer contribution / active EE | -$19,269 | $5,297-463.8% | $4,829-499.0% | $4,837-498.3% |
| Participant deferral / active EE | $13,500 | $7,750+74.2% | $7,352+83.6% | $6,341+112.9% |
| Admin fee / account holder | -$11 | $12,554-100.1% | $10,799-100.1% | $12,309-100.1% |