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 5-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 | $40,225 | $217,402-81.5% | $185,823-78.4% | $167,490-76.0% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 15.01% | 148.36%-133.3pp | 122.05%-107.0pp | 478.56%-463.5pp |
| Employer contribution / active EE | $1,077 | $5,873-81.7% | $5,167-79.2% | $4,837-77.7% |
| Participant deferral / active EE | $3,938 | $6,356-38.1% | $5,568-29.3% | $6,341-37.9% |
| Admin fee / account holder | $182 | $19,811-99.1% | $16,237-98.9% | $12,309-98.5% |