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 3-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 | $61,954 | $161,352-61.6% | $134,172-53.8% | $137,256-54.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 31.74% | 28.72%+3.0pp | 25.30%+6.4pp | 220.34%-188.6pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $22,625 | $5,552+307.5% | $4,690+382.4% | $6,407+253.1% |
| Admin fee / account holder | $224 | $15,028-98.5% | $12,016-98.1% | $12,270-98.2% |