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 | $69,810 | $58,512+19.3% | $84,015-16.9% | $72,985-4.3% |
| Participation rate | 84.1% | 61.2%+22.9pp | 69.0%+15.1pp | 69.5%+14.6pp |
| Annual return | 0.00% | 28.93%-28.9pp | 71.31%-71.3pp | 81.00%-81.0pp |
| Employer contribution / active EE | $162 | $1,163-86.1% | $1,983-91.8% | $2,440-93.4% |
| Participant deferral / active EE | $1,579 | $2,394-34.0% | $3,239-51.2% | $3,607-56.2% |
| Admin fee / account holder | $2 | $4,569-100.0% | $6,101-100.0% | $5,124-100.0% |