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 | $23,588 | $106,749-77.9% | $145,433-83.8% | $82,448-71.4% |
| Participation rate | 81.6% | 75.6%+5.9pp | 82.1%-0.5pp | 68.1%+13.5pp |
| Annual return | 19.36% | 27.59%-8.2pp | 66.58%-47.2pp | 41.64%-22.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,409 | $6,519-17.0% | $7,897-31.5% | $4,139+30.7% |
| Admin fee / account holder | $113 | $8,390-98.7% | $13,129-99.1% | $7,234-98.4% |