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 8-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 | $31,291 | $180,449-82.7% | $154,107-79.7% | $135,375-76.9% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -4.77% | 888.09%-892.9pp | 735.12%-739.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $880 | $6,035-85.4% | $5,298-83.4% | $4,779-81.6% |
| Participant deferral / active EE | $6,068 | $5,806+4.5% | $5,081+19.4% | $5,609+8.2% |
| Admin fee / account holder | $121 | $16,143-99.3% | $13,411-99.1% | $10,827-98.9% |