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 | $46,432 | $209,411-77.8% | $178,490-74.0% | $158,922-70.8% |
| Participation rate | 84.6% | 86.3%-1.7pp | 81.9%+2.7pp | 82.0%+2.7pp |
| Annual return | 13.96% | 188.75%-174.8pp | 151.07%-137.1pp | 302.83%-288.9pp |
| Employer contribution / active EE | $1,129 | $5,706-80.2% | $5,011-77.5% | $4,761-76.3% |
| Participant deferral / active EE | $2,178 | $5,954-63.4% | $5,202-58.1% | $5,982-63.6% |
| Admin fee / account holder | $111 | $17,074-99.3% | $13,984-99.2% | $11,246-99.0% |