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 | $34,337 | $201,272-82.9% | $184,203-81.4% | $145,922-76.5% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 15.84% | 29.00%-13.2pp | 28.81%-13.0pp | 561.29%-545.4pp |
| Employer contribution / active EE | $1,105 | $7,022-84.3% | $6,427-82.8% | $4,660-76.3% |
| Participant deferral / active EE | $4,741 | $9,806-51.6% | $9,131-48.1% | $6,688-29.1% |
| Admin fee / account holder | $217 | $16,364-98.7% | $13,901-98.4% | $13,397-98.4% |