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 9-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 | $19,664 | $47,848-58.9% | $81,478-75.9% | $70,131-72.0% |
| Participation rate | 90.9% | 58.3%+32.6pp | 68.0%+23.0pp | 69.5%+21.4pp |
| Annual return | 0.00% | 27.25%-27.2pp | 38.78%-38.8pp | 73.14%-73.1pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,021 | $2,453+63.9% | $3,537+13.7% | $3,332+20.7% |
| Admin fee / account holder | $63 | $3,145-98.0% | $4,561-98.6% | $4,645-98.7% |