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 | $154,228-74.0% | $145,433-72.4% | $137,256-70.7% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 18.71% | 74.59%-55.9pp | 66.58%-47.9pp | 220.34%-201.6pp |
| Employer contribution / active EE | $828 | $4,804-82.8% | $4,554-81.8% | $4,156-80.1% |
| Participant deferral / active EE | $3,452 | $8,216-58.0% | $7,897-56.3% | $6,407-46.1% |
| Admin fee / account holder | $49 | $14,344-99.7% | $13,129-99.6% | $12,270-99.6% |