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 10-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 | $61,097 | $103,376-40.9% | $87,100-29.9% | $152,861-60.0% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.9%-5.4pp | 82.4%-11.0pp |
| Annual return | 20.14% | 28.10%-8.0pp | 28.19%-8.1pp | 345.32%-325.2pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,865 | $4,778-61.0% | $4,049-53.9% | $5,850-68.1% |
| Admin fee / account holder | $270 | $12,205-97.8% | $7,497-96.4% | $11,596-97.7% |