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 | $141,479 | $52,279+170.6% | $89,391+58.3% | $79,858+77.2% |
| Participation rate | 84.6% | 57.5%+27.1pp | 68.0%+16.6pp | 69.6%+15.0pp |
| Annual return | 14.08% | 22.16%-8.1pp | 245.62%-231.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,585 | $2,740-5.7% | $3,890-33.5% | $3,740-30.9% |
| Admin fee / account holder | $3 | $3,356-99.9% | $4,881-99.9% | $5,306-99.9% |