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 | $186,015 | $64,707+187.5% | $112,228+65.7% | $68,494+171.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 16.63% | -11.40%+28.0pp | 27.45%-10.8pp | -7.84%+24.5pp |
| Employer contribution / active EE | $562 | $2,746-79.5% | $3,635-84.5% | $2,596-78.3% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $246 | $5,232-95.3% | $6,410-96.2% | $5,403-95.4% |