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 | $50,244 | $165,984-69.7% | $164,813-69.5% | $145,922-65.6% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 22.95% | 100.03%-77.1pp | 69.93%-47.0pp | 561.29%-538.3pp |
| Employer contribution / active EE | $0 | $5,273-100.0% | $4,341-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $12,472 | $6,959+79.2% | $6,031+106.8% | $6,688+86.5% |
| Admin fee / account holder | $270 | $16,648-98.4% | $12,690-97.9% | $13,397-98.0% |