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 | $40,952 | $202,318-79.8% | $172,739-76.3% | $152,861-73.2% |
| Participation rate | 94.1% | 87.1%+7.1pp | 82.6%+11.5pp | 82.4%+11.7pp |
| Annual return | 21.35% | 1029.65%-1008.3pp | 802.84%-781.5pp | 345.32%-324.0pp |
| Employer contribution / active EE | $375 | $5,856-93.6% | $5,143-92.7% | $4,762-92.1% |
| Participant deferral / active EE | $2,529 | $5,948-57.5% | $5,198-51.3% | $5,850-56.8% |
| Admin fee / account holder | $235 | $17,109-98.6% | $13,954-98.3% | $11,596-98.0% |