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 4-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 | $18,218 | $68,719-73.5% | $91,541-80.1% | $84,808-78.5% |
| Participation rate | 91.7% | 64.5%+27.2pp | 69.8%+21.9pp | 68.3%+23.4pp |
| Annual return | 22.60% | 19.12%+3.5pp | 20.50%+2.1pp | 40.90%-18.3pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,052 | $3,136+93.0% | $4,008+51.0% | $4,212+43.7% |
| Admin fee / account holder | $263 | $5,786-95.4% | $6,956-96.2% | $7,344-96.4% |