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 | $23,356 | $91,190-74.4% | $178,490-86.9% | $79,858-70.8% |
| Participation rate | 88.9% | 69.2%+19.7pp | 81.9%+7.0pp | 69.6%+19.3pp |
| Annual return | 16.73% | 24.19%-7.5pp | 151.07%-134.3pp | 31.71%-15.0pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,508 | $3,236-22.5% | $5,202-51.8% | $3,740-32.9% |
| Admin fee / account holder | $169 | $6,751-97.5% | $13,984-98.8% | $5,306-96.8% |