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 | $53,516 | $109,359-51.1% | $162,163-67.0% | $72,985-26.7% |
| Participation rate | 74.5% | 84.3%-9.8pp | 87.6%-13.1pp | 69.5%+5.0pp |
| Annual return | 36.37% | 25.46%+10.9pp | 115.59%-79.2pp | 81.00%-44.6pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,220 | $5,481+50.0% | $7,298+12.6% | $3,607+127.9% |
| Admin fee / account holder | $186 | $7,972-97.7% | $10,843-98.3% | $5,124-96.4% |