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 | $209,336-81.8% | $197,124-80.7% | $137,256-72.3% |
| Participation rate | 71.4% | 87.3%-15.9pp | 86.7%-15.3pp | 80.0%-8.5pp |
| Annual return | 19.79% | 48.09%-28.3pp | 44.34%-24.6pp | 220.34%-200.5pp |
| Employer contribution / active EE | $1,173 | $6,591-82.2% | $6,227-81.2% | $4,156-71.8% |
| Participant deferral / active EE | $7,473 | $9,614-22.3% | $9,135-18.2% | $6,407+16.6% |
| Admin fee / account holder | $279 | $17,308-98.4% | $16,298-98.3% | $12,270-97.7% |