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 | $172,111-82.5% | $150,298-80.0% | $137,256-78.1% |
| Participation rate | 77.3% | 81.7%-4.4pp | 77.8%-0.5pp | 80.0%-2.7pp |
| Annual return | 16.83% | 69.37%-52.5pp | 62.79%-46.0pp | 220.34%-203.5pp |
| Employer contribution / active EE | $746 | $4,636-83.9% | $4,154-82.0% | $4,156-82.0% |
| Participant deferral / active EE | $2,545 | $6,166-58.7% | $5,453-53.3% | $6,407-60.3% |
| Admin fee / account holder | $149 | $16,471-99.1% | $14,116-98.9% | $12,270-98.8% |