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 10-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 | $63,346 | $198,466-68.1% | $170,442-62.8% | $147,584-57.1% |
| Participation rate | 77.8% | 88.0%-10.2pp | 83.6%-5.8pp | 82.8%-5.1pp |
| Annual return | 17.28% | 257.29%-240.0pp | 205.93%-188.6pp | 578.55%-561.3pp |
| Employer contribution / active EE | $398 | $6,184-93.6% | $5,433-92.7% | $4,876-91.8% |
| Participant deferral / active EE | $7,165 | $5,629+27.3% | $4,939+45.1% | $5,439+31.7% |
| Admin fee / account holder | $41 | $16,852-99.8% | $13,880-99.7% | $10,885-99.6% |