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 | $51,015 | $48,046+6.2% | $84,611-39.7% | $72,985-30.1% |
| Participation rate | 80.0% | 57.6%+22.4pp | 68.2%+11.8pp | 69.5%+10.5pp |
| Annual return | 19.90% | 37.38%-17.5pp | 258.74%-238.8pp | 81.00%-61.1pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,535 | $2,680-5.4% | $3,899-35.0% | $3,607-29.7% |
| Admin fee / account holder | $299 | $3,395-91.2% | $4,912-93.9% | $5,124-94.2% |