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 | $63,663 | $109,881-42.1% | $150,045-57.6% | $84,808-24.9% |
| Participation rate | 81.3% | 76.1%+5.2pp | 82.3%-1.1pp | 68.3%+12.9pp |
| Annual return | 17.81% | 28.25%-10.4pp | 62.55%-44.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,785 | $6,636+2.2% | $7,997-15.2% | $4,212+61.1% |
| Admin fee / account holder | $196 | $8,568-97.7% | $13,435-98.5% | $7,344-97.3% |