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 4-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 | $54,398 | $159,602-65.9% | $150,045-63.7% | $142,382-61.8% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 15.59% | 70.24%-54.6pp | 62.55%-47.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $563 | $4,961-88.7% | $4,693-88.0% | $4,299-86.9% |
| Participant deferral / active EE | $8,033 | $8,310-3.3% | $7,997+0.4% | $6,507+23.4% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |