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 6-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 | $24,236 | $54,705-55.7% | $71,209-66.0% | $84,808-71.4% |
| Participation rate | 81.7% | 64.1%+17.6pp | 73.8%+7.9pp | 68.3%+13.4pp |
| Annual return | 33.04% | 35.90%-2.9pp | 282.51%-249.5pp | 40.90%-7.9pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,917 | $3,030+95.3% | $4,175+41.7% | $4,212+40.5% |
| Admin fee / account holder | $236 | $4,863-95.1% | $5,349-95.6% | $7,344-96.8% |