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 | $55,740 | $101,618-45.1% | $93,063-40.1% | $137,256-59.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 18.88% | 223.95%-205.1pp | 34.15%-15.3pp | 220.34%-201.5pp |
| Employer contribution / active EE | $93 | $2,707-96.6% | $2,476-96.3% | $4,156-97.8% |
| Participant deferral / active EE | $2,307 | $4,279-46.1% | $3,958-41.7% | $6,407-64.0% |
| Admin fee / account holder | $20 | $6,198-99.7% | $6,033-99.7% | $12,270-99.8% |