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 4-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 | $56,493 | $201,272-71.9% | $184,203-69.3% | $145,922-61.3% |
| Participation rate | 77.8% | 87.5%-9.7pp | 86.8%-9.0pp | 80.3%-2.5pp |
| Annual return | 17.62% | 29.00%-11.4pp | 28.81%-11.2pp | 561.29%-543.7pp |
| Employer contribution / active EE | $1,447 | $7,022-79.4% | $6,427-77.5% | $4,660-68.9% |
| Participant deferral / active EE | $4,176 | $9,806-57.4% | $9,131-54.3% | $6,688-37.6% |
| Admin fee / account holder | $135 | $16,364-99.2% | $13,901-99.0% | $13,397-99.0% |