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 | $71,954 | $60,022+19.9% | $88,946-19.1% | $84,808-15.2% |
| Participation rate | 86.8% | 57.8%+29.0pp | 68.8%+18.0pp | 68.3%+18.5pp |
| Annual return | 21.41% | 22.43%-1.0pp | 57.82%-36.4pp | 40.90%-19.5pp |
| Employer contribution / active EE | $26 | $1,703-98.5% | $2,555-99.0% | $2,631-99.0% |
| Participant deferral / active EE | $14,735 | $3,114+373.2% | $4,581+221.6% | $4,212+249.9% |
| Admin fee / account holder | $168 | $4,811-96.5% | $8,261-98.0% | $7,344-97.7% |