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 | $21,846 | $101,618-78.5% | $93,063-76.5% | $137,256-84.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 20.69% | 223.95%-203.3pp | 34.15%-13.5pp | 220.34%-199.6pp |
| Employer contribution / active EE | $166 | $2,707-93.9% | $2,476-93.3% | $4,156-96.0% |
| Participant deferral / active EE | $1,500 | $4,279-64.9% | $3,958-62.1% | $6,407-76.6% |
| Admin fee / account holder | $126 | $6,198-98.0% | $6,033-97.9% | $12,270-99.0% |