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 | $47,831 | $217,402-78.0% | $185,823-74.3% | $167,490-71.4% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 21.56% | 148.36%-126.8pp | 122.05%-100.5pp | 478.56%-457.0pp |
| Employer contribution / active EE | $794 | $5,873-86.5% | $5,167-84.6% | $4,837-83.6% |
| Participant deferral / active EE | $6,389 | $6,356+0.5% | $5,568+14.7% | $6,341+0.7% |
| Admin fee / account holder | $17 | $19,811-99.9% | $16,237-99.9% | $12,309-99.9% |