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 | $49,840 | $106,515-53.2% | $96,683-48.5% | $139,434-64.3% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 20.21% | 38.43%-18.2pp | 35.69%-15.5pp | 372.94%-352.7pp |
| Employer contribution / active EE | $590 | $4,103-85.6% | $3,737-84.2% | $4,751-87.6% |
| Participant deferral / active EE | $5,913 | $5,454+8.4% | $4,878+21.2% | $6,710-11.9% |
| Admin fee / account holder | $20 | $7,877-99.7% | $6,730-99.7% | $11,403-99.8% |