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 9-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 | $41,946 | $124,281-66.2% | $109,143-61.6% | $167,490-75.0% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 12.02% | 26.04%-14.0pp | 25.75%-13.7pp | 478.56%-466.5pp |
| Employer contribution / active EE | $756 | $4,207-82.0% | $3,722-79.7% | $4,837-84.4% |
| Participant deferral / active EE | $4,130 | $5,255-21.4% | $4,653-11.2% | $6,341-34.9% |
| Admin fee / account holder | $136 | $7,970-98.3% | $6,752-98.0% | $12,309-98.9% |