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 | $33,396 | $111,814-70.1% | $103,374-67.7% | $145,959-77.1% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 11.94% | 24.77%-12.8pp | 24.89%-12.9pp | 561.95%-550.0pp |
| Employer contribution / active EE | $763 | $4,214-81.9% | $3,869-80.3% | $4,661-83.6% |
| Participant deferral / active EE | $5,085 | $5,618-9.5% | $5,058+0.5% | $6,689-24.0% |
| Admin fee / account holder | $124 | $9,754-98.7% | $8,394-98.5% | $13,398-99.1% |