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 | $57,085 | $148,534-61.6% | $135,903-58.0% | $139,434-59.1% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 20.50% | 79.19%-58.7pp | 68.23%-47.7pp | 372.94%-352.4pp |
| Employer contribution / active EE | $865 | $5,243-83.5% | $4,856-82.2% | $4,751-81.8% |
| Participant deferral / active EE | $8,046 | $8,100-0.7% | $7,758+3.7% | $6,710+19.9% |
| Admin fee / account holder | $157 | $12,400-98.7% | $10,762-98.5% | $11,403-98.6% |