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 | $27,981 | $165,335-83.1% | $149,696-81.3% | $158,922-82.4% |
| Participation rate | 84.6% | 84.6%0pp | 82.5%+2.1pp | 82.0%+2.7pp |
| Annual return | 23.35% | 348.15%-324.8pp | 276.60%-253.3pp | 302.83%-279.5pp |
| Employer contribution / active EE | $109 | $5,103-97.9% | $4,644-97.7% | $4,761-97.7% |
| Participant deferral / active EE | $8,136 | $7,181+13.3% | $6,842+18.9% | $5,982+36.0% |
| Admin fee / account holder | $109 | $10,807-99.0% | $9,309-98.8% | $11,246-99.0% |