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 | $117,821 | $99,919+17.9% | - | $158,922-25.9% |
| Participation rate | 75.0% | 71.6%+3.4pp | - | 82.0%-7.0pp |
| Annual return | 23.51% | 35.31%-11.8pp | - | 302.83%-279.3pp |
| Employer contribution / active EE | $0 | $3,686-100.0% | - | $4,761-100.0% |
| Participant deferral / active EE | $3,827 | $4,771-19.8% | - | $5,982-36.0% |
| Admin fee / account holder | $39 | $2,820-98.6% | - | $11,246-99.7% |