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 | $55,381 | $135,952-59.3% | $123,892-55.3% | $273,961-79.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.45%-41.5pp |
| Employer contribution / active EE | $762 | $5,170-85.3% | $4,617-83.5% | $4,869-84.3% |
| Participant deferral / active EE | $2,259 | $6,343-64.4% | $5,984-62.3% | $5,287-57.3% |
| Admin fee / account holder | $160 | $9,817-98.4% | $8,357-98.1% | $10,132-98.4% |