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 | $33,970 | $154,228-78.0% | $145,433-76.6% | $137,256-75.3% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 27.39% | 74.59%-47.2pp | 66.58%-39.2pp | 220.34%-193.0pp |
| Employer contribution / active EE | $759 | $4,804-84.2% | $4,554-83.3% | $4,156-81.7% |
| Participant deferral / active EE | $6,628 | $8,216-19.3% | $7,897-16.1% | $6,407+3.5% |
| Admin fee / account holder | $144 | $14,344-99.0% | $13,129-98.9% | $12,270-98.8% |