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 | $79,676 | $185,822-57.1% | $169,993-53.1% | $139,434-42.9% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 11.16% | 60.50%-49.3pp | 53.37%-42.2pp | 372.94%-361.8pp |
| Employer contribution / active EE | $928 | $7,590-87.8% | $6,785-86.3% | $4,751-80.5% |
| Participant deferral / active EE | $9,289 | $11,622-20.1% | $10,408-10.7% | $6,710+38.4% |
| Admin fee / account holder | $141 | $15,381-99.1% | $12,815-98.9% | $11,403-98.8% |