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 7-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 | $26,797 | $101,618-73.6% | $93,063-71.2% | $137,256-80.5% |
| Participation rate | 86.4% | 74.9%+11.4pp | 72.1%+14.2pp | 80.0%+6.4pp |
| Annual return | 15.43% | 223.95%-208.5pp | 34.15%-18.7pp | 220.34%-204.9pp |
| Employer contribution / active EE | $74 | $2,707-97.3% | $2,476-97.0% | $4,156-98.2% |
| Participant deferral / active EE | $3,243 | $4,279-24.2% | $3,958-18.1% | $6,407-49.4% |
| Admin fee / account holder | $158 | $6,198-97.4% | $6,033-97.4% | $12,270-98.7% |