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 8-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 | $99,113 | $175,202-43.4% | $149,673-33.8% | $139,434-28.9% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 16.66% | 166.71%-150.1pp | 134.42%-117.8pp | 372.94%-356.3pp |
| Employer contribution / active EE | $439 | $5,474-92.0% | $4,818-90.9% | $4,751-90.8% |
| Participant deferral / active EE | $21,491 | $6,519+229.7% | $5,680+278.4% | $6,710+220.3% |
| Admin fee / account holder | $193 | $16,150-98.8% | $13,210-98.5% | $11,403-98.3% |