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 | $45,152 | $106,749-57.7% | $145,433-69.0% | $82,448-45.2% |
| Participation rate | 88.9% | 75.6%+13.2pp | 82.1%+6.8pp | 68.1%+20.8pp |
| Annual return | 24.69% | 27.59%-2.9pp | 66.58%-41.9pp | 41.64%-16.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $10,784 | $6,519+65.4% | $7,897+36.5% | $4,139+160.5% |
| Admin fee / account holder | $202 | $8,390-97.6% | $13,129-98.5% | $7,234-97.2% |