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 9-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 | $30,113 | $177,572-83.0% | $154,803-80.5% | $142,382-78.9% |
| Participation rate | 77.3% | 82.1%-4.8pp | 78.1%-0.8pp | 80.1%-2.8pp |
| Annual return | 16.83% | 65.07%-48.2pp | 58.88%-42.1pp | 217.08%-200.2pp |
| Employer contribution / active EE | $746 | $4,810-84.5% | $4,305-82.7% | $4,299-82.6% |
| Participant deferral / active EE | $2,545 | $6,272-59.4% | $5,540-54.1% | $6,507-60.9% |
| Admin fee / account holder | $149 | $16,786-99.1% | $14,329-99.0% | $12,624-98.8% |