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 9-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 | $77,786 | $214,378-63.7% | $200,582-61.2% | $142,382-45.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.12% | 46.41%-30.3pp | 42.33%-26.2pp | 217.08%-201.0pp |
| Employer contribution / active EE | $742 | $6,841-89.1% | $6,419-88.4% | $4,299-82.7% |
| Participant deferral / active EE | $4,316 | $9,865-56.3% | $9,331-53.7% | $6,507-33.7% |
| Admin fee / account holder | $274 | $17,692-98.5% | $16,305-98.3% | $12,624-97.8% |