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 9-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 | $121,002 | $62,672+93.1% | $185,117-34.6% | $70,131+72.5% |
| Participation rate | 78.6% | 63.8%+14.8pp | 77.3%+1.3pp | 69.5%+9.0pp |
| Annual return | 16.63% | 40.79%-24.2pp | 40.50%-23.9pp | 73.14%-56.5pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $7,508 | $3,272+129.5% | $5,045+48.8% | $3,332+125.4% |
| Admin fee / account holder | $103 | $3,932-97.4% | $8,159-98.7% | $4,645-97.8% |