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 5-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 | $12,433 | $172,111-92.8% | $150,298-91.7% | $137,256-90.9% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 17.87% | 69.37%-51.5pp | 62.79%-44.9pp | 220.34%-202.5pp |
| Employer contribution / active EE | $655 | $4,636-85.9% | $4,154-84.2% | $4,156-84.2% |
| Participant deferral / active EE | $1,637 | $6,166-73.5% | $5,453-70.0% | $6,407-74.5% |
| Admin fee / account holder | $154 | $16,471-99.1% | $14,116-98.9% | $12,270-98.7% |