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 | $38,350 | $106,515-64.0% | $96,683-60.3% | $139,434-72.5% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 19.64% | 38.43%-18.8pp | 35.69%-16.1pp | 372.94%-353.3pp |
| Employer contribution / active EE | $416 | $4,103-89.9% | $3,737-88.9% | $4,751-91.2% |
| Participant deferral / active EE | $4,563 | $5,454-16.3% | $4,878-6.5% | $6,710-32.0% |
| Admin fee / account holder | $264 | $7,877-96.6% | $6,730-96.1% | $11,403-97.7% |