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 7-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 | $80,089 | $163,101-50.9% | $136,749-41.4% | $142,382-43.8% |
| Participation rate | 88.2% | 78.2%+10.0pp | 72.1%+16.1pp | 80.1%+8.1pp |
| Annual return | 13.03% | 27.54%-14.5pp | 24.33%-11.3pp | 217.08%-204.0pp |
| Employer contribution / active EE | $15 | $4,117-99.6% | $3,400-99.6% | $4,299-99.7% |
| Participant deferral / active EE | $4,823 | $5,585-13.6% | $4,692+2.8% | $6,507-25.9% |
| Admin fee / account holder | $56 | $14,318-99.6% | $11,386-99.5% | $12,624-99.6% |