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 | $31,816 | $65,041-51.1% | $90,951-65.0% | $79,858-60.2% |
| Participation rate | 85.0% | 61.6%+23.4pp | 69.0%+16.0pp | 69.6%+15.4pp |
| Annual return | 20.28% | 30.45%-10.2pp | 134.60%-114.3pp | 31.71%-11.4pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,660 | $2,512-33.9% | $3,373-50.8% | $3,740-55.6% |
| Admin fee / account holder | $144 | $4,536-96.8% | $5,959-97.6% | $5,306-97.3% |