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 | $37,893 | $91,190-58.4% | $178,490-78.8% | $79,858-52.5% |
| Participation rate | 90.2% | 69.2%+21.0pp | 81.9%+8.3pp | 69.6%+20.6pp |
| Annual return | 0.00% | 24.19%-24.2pp | 151.07%-151.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,587 | $3,236-51.0% | $5,202-69.5% | $3,740-57.6% |
| Admin fee / account holder | $1 | $6,751-100.0% | $13,984-100.0% | $5,306-100.0% |