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 6-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 | $82,183 | $201,259-59.2% | $184,200-55.4% | $145,959-43.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.29% | 28.98%-13.7pp | 28.80%-13.5pp | 561.95%-546.7pp |
| Employer contribution / active EE | $1,370 | $7,018-80.5% | $6,424-78.7% | $4,661-70.6% |
| Participant deferral / active EE | $14,467 | $9,806+47.5% | $9,132+58.4% | $6,689+116.3% |
| Admin fee / account holder | $54 | $16,372-99.7% | $13,907-99.6% | $13,398-99.6% |