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 5-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 | $36,594 | $154,228-76.3% | $145,433-74.8% | $137,256-73.3% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 19.93% | 74.59%-54.7pp | 66.58%-46.6pp | 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 | $4,458 | $8,216-45.7% | $7,897-43.5% | $6,407-30.4% |
| Admin fee / account holder | $75 | $14,344-99.5% | $13,129-99.4% | $12,270-99.4% |