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 | $40,061 | $183,519-78.2% | $155,509-74.2% | $145,922-72.5% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 14.56% | 61.17%-46.6pp | 64.67%-50.1pp | 561.29%-546.7pp |
| Employer contribution / active EE | $629 | $5,313-88.2% | $4,672-86.5% | $4,660-86.5% |
| Participant deferral / active EE | $9,345 | $6,462+44.6% | $5,626+66.1% | $6,688+39.7% |
| Admin fee / account holder | $68 | $19,313-99.6% | $15,912-99.6% | $13,397-99.5% |