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 3-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 | $14,027 | $177,572-92.1% | $154,803-90.9% | $142,382-90.1% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 19.19% | 65.07%-45.9pp | 58.88%-39.7pp | 217.08%-197.9pp |
| Employer contribution / active EE | $395 | $4,810-91.8% | $4,305-90.8% | $4,299-90.8% |
| Participant deferral / active EE | $2,538 | $6,272-59.5% | $5,540-54.2% | $6,507-61.0% |
| Admin fee / account holder | $139 | $16,786-99.2% | $14,329-99.0% | $12,624-98.9% |