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 | $125,531 | $144,119-12.9% | $117,854+6.5% | $147,584-14.9% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 13.32% | 531.15%-517.8pp | 335.08%-321.8pp | 578.55%-565.2pp |
| Employer contribution / active EE | $451 | $4,896-90.8% | $3,786-88.1% | $4,876-90.8% |
| Participant deferral / active EE | $4,580 | $5,316-13.8% | $4,482+2.2% | $5,439-15.8% |
| Admin fee / account holder | $225 | $10,886-97.9% | $8,020-97.2% | $10,885-97.9% |