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 | $58,112 | $124,425-53.3% | $112,040-48.1% | $137,256-57.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.87% | 24.72%-7.8pp | 24.52%-7.6pp | 220.34%-203.5pp |
| Employer contribution / active EE | $660 | $3,411-80.7% | $2,954-77.7% | $4,156-84.1% |
| Participant deferral / active EE | $4,030 | $5,718-29.5% | $5,098-20.9% | $6,407-37.1% |
| Admin fee / account holder | $155 | $15,207-99.0% | $12,098-98.7% | $12,270-98.7% |