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 6-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 | $22,454 | $154,228-85.4% | $145,433-84.6% | $137,256-83.6% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 19.80% | 74.59%-54.8pp | 66.58%-46.8pp | 220.34%-200.5pp |
| Employer contribution / active EE | $581 | $4,804-87.9% | $4,554-87.2% | $4,156-86.0% |
| Participant deferral / active EE | $5,449 | $8,216-33.7% | $7,897-31.0% | $6,407-14.9% |
| Admin fee / account holder | $285 | $14,344-98.0% | $13,129-97.8% | $12,270-97.7% |