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 | $32,453 | $209,411-84.5% | $178,490-81.8% | $158,922-79.6% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 247.17% | 188.75%+58.4pp | 151.07%+96.1pp | 302.83%-55.7pp |
| Employer contribution / active EE | $927 | $5,706-83.7% | $5,011-81.5% | $4,761-80.5% |
| Participant deferral / active EE | $3,854 | $5,954-35.3% | $5,202-25.9% | $5,982-35.6% |
| Admin fee / account holder | $97 | $17,074-99.4% | $13,984-99.3% | $11,246-99.1% |