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 | $56,005 | $177,572-68.5% | $154,803-63.8% | $142,382-60.7% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 19.03% | 65.07%-46.0pp | 58.88%-39.8pp | 217.08%-198.0pp |
| Employer contribution / active EE | $530 | $4,810-89.0% | $4,305-87.7% | $4,299-87.7% |
| Participant deferral / active EE | $9,453 | $6,272+50.7% | $5,540+70.6% | $6,507+45.3% |
| Admin fee / account holder | $134 | $16,786-99.2% | $14,329-99.1% | $12,624-98.9% |