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 | $58,354 | $65,395-10.8% | $182,532-68.0% | $72,985-20.0% |
| Participation rate | 74.5% | 65.4%+9.1pp | 78.0%-3.5pp | 69.5%+5.0pp |
| Annual return | 23.27% | 27.68%-4.4pp | 148.54%-125.3pp | 81.00%-57.7pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,043 | $3,563-14.6% | $5,524-44.9% | $3,607-15.6% |
| Admin fee / account holder | $151 | $4,245-96.5% | $8,592-98.2% | $5,124-97.1% |