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 3-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 | $59,279 | $159,602-62.9% | $150,045-60.5% | $142,382-58.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 33.31% | 70.24%-36.9pp | 62.55%-29.2pp | 217.08%-183.8pp |
| Employer contribution / active EE | $602 | $4,961-87.9% | $4,693-87.2% | $4,299-86.0% |
| Participant deferral / active EE | $11,850 | $8,310+42.6% | $7,997+48.2% | $6,507+82.1% |
| Admin fee / account holder | $101 | $14,846-99.3% | $13,435-99.3% | $12,624-99.2% |