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 | $112,008 | $183,519-39.0% | $155,509-28.0% | $145,922-23.2% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 17.17% | 61.17%-44.0pp | 64.67%-47.5pp | 561.29%-544.1pp |
| Employer contribution / active EE | $568 | $5,313-89.3% | $4,672-87.8% | $4,660-87.8% |
| Participant deferral / active EE | $3,189 | $6,462-50.6% | $5,626-43.3% | $6,688-52.3% |
| Admin fee / account holder | $102 | $19,313-99.5% | $15,912-99.4% | $13,397-99.2% |