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 | $163,101-62.0% | $136,749-54.7% | $142,382-56.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 31.74% | 27.54%+4.2pp | 24.33%+7.4pp | 217.08%-185.3pp |
| Employer contribution / active EE | $0 | $4,117-100.0% | $3,400-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $22,625 | $5,585+305.1% | $4,692+382.2% | $6,507+247.7% |
| Admin fee / account holder | $224 | $14,318-98.4% | $11,386-98.0% | $12,624-98.2% |