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 8-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 | $21,691 | $60,022-63.9% | $88,946-75.6% | $84,808-74.4% |
| Participation rate | 75.6% | 57.8%+17.7pp | 68.8%+6.7pp | 68.3%+7.2pp |
| Annual return | 17.15% | 22.43%-5.3pp | 57.82%-40.7pp | 40.90%-23.7pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,552 | $3,114-18.1% | $4,581-44.3% | $4,212-39.4% |
| Admin fee / account holder | $273 | $4,811-94.3% | $8,261-96.7% | $7,344-96.3% |