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 9-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 | $32,710 | $201,259-83.7% | $184,200-82.2% | $145,959-77.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.01% | 28.98%-19.0pp | 28.80%-18.8pp | 561.95%-551.9pp |
| Employer contribution / active EE | $1,274 | $7,018-81.8% | $6,424-80.2% | $4,661-72.7% |
| Participant deferral / active EE | $5,323 | $9,806-45.7% | $9,132-41.7% | $6,689-20.4% |
| Admin fee / account holder | $117 | $16,372-99.3% | $13,907-99.2% | $13,398-99.1% |