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 7-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 | $26,194 | $177,572-85.2% | $154,803-83.1% | $142,382-81.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.66% | 65.07%-49.4pp | 58.88%-43.2pp | 217.08%-201.4pp |
| Employer contribution / active EE | $551 | $4,810-88.6% | $4,305-87.2% | $4,299-87.2% |
| Participant deferral / active EE | $2,255 | $6,272-64.0% | $5,540-59.3% | $6,507-65.3% |
| Admin fee / account holder | $153 | $16,786-99.1% | $14,329-98.9% | $12,624-98.8% |