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 | $40,167 | $159,602-74.8% | $150,045-73.2% | $142,382-71.8% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 18.71% | 70.24%-51.5pp | 62.55%-43.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $828 | $4,961-83.3% | $4,693-82.4% | $4,299-80.7% |
| Participant deferral / active EE | $3,452 | $8,310-58.5% | $7,997-56.8% | $6,507-46.9% |
| Admin fee / account holder | $49 | $14,846-99.7% | $13,435-99.6% | $12,624-99.6% |