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 10-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 | $32,364 | $177,572-81.8% | $154,803-79.1% | $142,382-77.3% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 12.62% | 65.07%-52.4pp | 58.88%-46.3pp | 217.08%-204.5pp |
| Employer contribution / active EE | $856 | $4,810-82.2% | $4,305-80.1% | $4,299-80.1% |
| Participant deferral / active EE | $2,594 | $6,272-58.6% | $5,540-53.2% | $6,507-60.1% |
| Admin fee / account holder | $269 | $16,786-98.4% | $14,329-98.1% | $12,624-97.9% |