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 | $18,438 | $60,022-69.3% | $88,946-79.3% | $84,808-78.3% |
| Participation rate | 87.8% | 57.8%+30.0pp | 68.8%+19.0pp | 68.3%+19.5pp |
| Annual return | 21.47% | 22.43%-1.0pp | 57.82%-36.4pp | 40.90%-19.4pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,909 | $3,114+57.7% | $4,581+7.2% | $4,212+16.6% |
| Admin fee / account holder | $133 | $4,811-97.2% | $8,261-98.4% | $7,344-98.2% |