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 | $62,040 | $99,652-37.7% | $78,778-21.2% | $147,584-58.0% |
| Participation rate | 72.2% | 76.2%-4.0pp | 69.2%+3.0pp | 82.8%-10.6pp |
| Annual return | 14.57% | 47.28%-32.7pp | 35.62%-21.1pp | 578.55%-564.0pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,195 | $3,664-40.1% | $2,958-25.8% | $5,439-59.6% |
| Admin fee / account holder | $275 | $7,155-96.2% | $5,134-94.6% | $10,885-97.5% |