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 | $32,388 | $154,117-79.0% | $129,995-75.1% | $139,434-76.8% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.5%+9.0pp | 80.3%+7.2pp |
| Annual return | 15.48% | 32.48%-17.0pp | -137.18%+152.7pp | 372.94%-357.5pp |
| Employer contribution / active EE | $1,075 | $5,289-79.7% | $4,320-75.1% | $4,751-77.4% |
| Participant deferral / active EE | $6,910 | $6,710+3.0% | $5,820+18.7% | $6,710+3.0% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |