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 7-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 | $19,946 | $159,901-87.5% | $146,958-86.4% | $145,922-86.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 9.72% | 98.13%-88.4pp | 418.34%-408.6pp | 561.29%-551.6pp |
| Employer contribution / active EE | $719 | $5,286-86.4% | $4,933-85.4% | $4,660-84.6% |
| Participant deferral / active EE | $2,900 | $8,428-65.6% | $8,070-64.1% | $6,688-56.6% |
| Admin fee / account holder | $243 | $15,044-98.4% | $12,998-98.1% | $13,397-98.2% |