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 5-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 | $70,343 | $138,385-49.2% | $184,200-61.8% | $80,874-13.0% |
| Participation rate | 92.3% | 83.9%+8.4pp | 86.8%+5.5pp | 67.6%+24.7pp |
| Annual return | 12.78% | 20.02%-7.2pp | 28.80%-16.0pp | 35.62%-22.8pp |
| Employer contribution / active EE | $950 | $4,849-80.4% | $6,424-85.2% | $2,756-65.5% |
| Participant deferral / active EE | $13,231 | $7,073+87.1% | $9,132+44.9% | $4,297+207.9% |
| Admin fee / account holder | $62 | $10,483-99.4% | $13,907-99.6% | $6,935-99.1% |