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 | $38,001 | $214,378-82.3% | $200,582-81.1% | $142,382-73.3% |
| Participation rate | 71.4% | 87.4%-16.0pp | 86.9%-15.5pp | 80.1%-8.7pp |
| Annual return | 19.79% | 46.41%-26.6pp | 42.33%-22.5pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,173 | $6,841-82.9% | $6,419-81.7% | $4,299-72.7% |
| Participant deferral / active EE | $7,473 | $9,865-24.2% | $9,331-19.9% | $6,507+14.8% |
| Admin fee / account holder | $279 | $17,692-98.4% | $16,305-98.3% | $12,624-97.8% |