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 | $151,377 | $154,228-1.8% | $145,433+4.1% | $137,256+10.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.33% | 74.59%-55.3pp | 66.58%-47.2pp | 220.34%-201.0pp |
| Employer contribution / active EE | $609 | $4,804-87.3% | $4,554-86.6% | $4,156-85.3% |
| Participant deferral / active EE | $13,367 | $8,216+62.7% | $7,897+69.3% | $6,407+108.6% |
| Admin fee / account holder | $293 | $14,344-98.0% | $13,129-97.8% | $12,270-97.6% |