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 6-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 | $38,417 | $175,202-78.1% | $149,673-74.3% | $139,434-72.4% |
| Participation rate | 70.0% | 83.4%-13.4pp | 78.8%-8.8pp | 80.3%-10.3pp |
| Annual return | 41.77% | 166.71%-124.9pp | 134.42%-92.6pp | 372.94%-331.2pp |
| Employer contribution / active EE | $981 | $5,474-82.1% | $4,818-79.6% | $4,751-79.3% |
| Participant deferral / active EE | $4,633 | $6,519-28.9% | $5,680-18.4% | $6,710-31.0% |
| Admin fee / account holder | $20 | $16,150-99.9% | $13,210-99.8% | $11,403-99.8% |