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 8-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 | $17,461 | $154,228-88.7% | $145,433-88.0% | $137,256-87.3% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 19.89% | 74.59%-54.7pp | 66.58%-46.7pp | 220.34%-200.4pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,012 | $8,216-39.0% | $7,897-36.5% | $6,407-21.8% |
| Admin fee / account holder | $80 | $14,344-99.4% | $13,129-99.4% | $12,270-99.3% |