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 | $46,444 | $102,604-54.7% | $86,188-46.1% | $139,434-66.7% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 16.05% | 1922.51%-1906.5pp | 1168.45%-1152.4pp | 372.94%-356.9pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $2,380-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,751 | $4,676-19.8% | $3,985-5.9% | $6,710-44.1% |
| Admin fee / account holder | $53 | $8,657-99.4% | $6,852-99.2% | $11,403-99.5% |