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 5-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 | $73,235 | $85,766-14.6% | $136,294-46.3% | $70,131+4.4% |
| Participation rate | 97.4% | 74.2%+23.2pp | 81.9%+15.4pp | 69.5%+27.8pp |
| Annual return | 15.32% | 31.45%-16.1pp | 5155.94%-5140.6pp | 73.14%-57.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,240 | $5,051+23.5% | $6,247-0.1% | $3,332+87.3% |
| Admin fee / account holder | $125 | $5,420-97.7% | $9,243-98.6% | $4,645-97.3% |