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 8-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 | $23,390 | $49,177-52.4% | $79,464-70.6% | $64,186-63.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 1770.29% | -1.16%+1771.4pp | 718.14%+1052.1pp | 7.63%+1762.7pp |
| Employer contribution / active EE | $121 | $2,076-94.2% | $2,800-95.7% | $2,381-94.9% |
| Participant deferral / active EE | $5,915 | $2,821+109.6% | $3,704+59.7% | $3,470+70.5% |
| Admin fee / account holder | $161 | $3,839-95.8% | $5,113-96.9% | $4,888-96.7% |