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 6-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 | $32,869 | $185,822-82.3% | $169,993-80.7% | $139,434-76.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 35.09% | 60.50%-25.4pp | 53.37%-18.3pp | 372.94%-337.8pp |
| Employer contribution / active EE | $707 | $7,590-90.7% | $6,785-89.6% | $4,751-85.1% |
| Participant deferral / active EE | $4,846 | $11,622-58.3% | $10,408-53.4% | $6,710-27.8% |
| Admin fee / account holder | $72 | $15,381-99.5% | $12,815-99.4% | $11,403-99.4% |