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 10-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 | $157,302 | $76,552+105.5% | $123,892+27.0% | $62,891+150.1% |
| Participation rate | 93.8% | 73.0%+20.8pp | 81.4%+12.3pp | 69.3%+24.4pp |
| Annual return | 6.69% | 18.68%-12.0pp | 47.52%-40.8pp | 20.14%-13.5pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,075 | $4,840+46.2% | $5,984+18.2% | $3,203+120.9% |
| Admin fee / account holder | $266 | $4,826-94.5% | $8,357-96.8% | $4,296-93.8% |