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 9-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 | $43,201 | $102,604-57.9% | $86,188-49.9% | $139,434-69.0% |
| Participation rate | 90.0% | 74.5%+15.5pp | 69.0%+21.0pp | 80.3%+9.7pp |
| Annual return | 15.70% | 1922.51%-1906.8pp | 1168.45%-1152.7pp | 372.94%-357.2pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $2,380-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,661 | $4,676-64.5% | $3,985-58.3% | $6,710-75.2% |
| Admin fee / account holder | $130 | $8,657-98.5% | $6,852-98.1% | $11,403-98.9% |