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 6-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 | $52,231 | $185,822-71.9% | $169,993-69.3% | $139,434-62.5% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 25.23% | 60.50%-35.3pp | 53.37%-28.1pp | 372.94%-347.7pp |
| Employer contribution / active EE | $1,261 | $7,590-83.4% | $6,785-81.4% | $4,751-73.5% |
| Participant deferral / active EE | $5,335 | $11,622-54.1% | $10,408-48.7% | $6,710-20.5% |
| Admin fee / account holder | $72 | $15,381-99.5% | $12,815-99.4% | $11,403-99.4% |