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 | $49,162 | $177,572-72.3% | $154,803-68.2% | $142,382-65.5% |
| Participation rate | 86.7% | 82.1%+4.6pp | 78.1%+8.6pp | 80.1%+6.5pp |
| Annual return | 21.01% | 65.07%-44.1pp | 58.88%-37.9pp | 217.08%-196.1pp |
| Employer contribution / active EE | $5 | $4,810-99.9% | $4,305-99.9% | $4,299-99.9% |
| Participant deferral / active EE | $11,495 | $6,272+83.3% | $5,540+107.5% | $6,507+76.7% |
| Admin fee / account holder | $153 | $16,786-99.1% | $14,329-98.9% | $12,624-98.8% |