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 | $64,352 | $217,402-70.4% | $185,823-65.4% | $167,490-61.6% |
| Participation rate | 88.9% | 86.0%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 10.80% | 148.36%-137.6pp | 122.05%-111.2pp | 478.56%-467.8pp |
| Employer contribution / active EE | $346 | $5,873-94.1% | $5,167-93.3% | $4,837-92.8% |
| Participant deferral / active EE | $6,671 | $6,356+5.0% | $5,568+19.8% | $6,341+5.2% |
| Admin fee / account holder | $7 | $19,811-100.0% | $16,237-100.0% | $12,309-99.9% |