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 7-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 | $90,875 | $43,075+111.0% | $74,583+21.8% | $62,891+44.5% |
| Participation rate | 88.9% | 58.1%+30.8pp | 68.1%+20.8pp | 69.3%+19.6pp |
| Annual return | 5.55% | 17.50%-12.0pp | 20.47%-14.9pp | 20.14%-14.6pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,783 | $2,389+16.5% | $3,458-19.5% | $3,203-13.1% |
| Admin fee / account holder | $293 | $2,840-89.7% | $4,138-92.9% | $4,296-93.2% |