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 | $31,527 | $89,355-64.7% | $141,162-77.7% | $72,985-56.8% |
| Participation rate | 80.8% | 75.1%+5.7pp | 82.5%-1.7pp | 69.5%+11.3pp |
| Annual return | 43.14% | 111.85%-68.7pp | 71.39%-28.3pp | 81.00%-37.9pp |
| Employer contribution / active EE | $462 | $3,114-85.2% | $4,735-90.3% | $2,440-81.1% |
| Participant deferral / active EE | $5,996 | $5,418+10.7% | $6,709-10.6% | $3,607+66.2% |
| Admin fee / account holder | $166 | $5,958-97.2% | $10,261-98.4% | $5,124-96.8% |