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 | $51,638-53.1% | $68,368-64.6% | $82,448-70.6% |
| Participation rate | 81.7% | 63.6%+18.1pp | 73.8%+7.9pp | 68.1%+13.6pp |
| Annual return | 33.04% | 37.53%-4.5pp | 292.57%-259.5pp | 41.64%-8.6pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,917 | $2,914+103.1% | $4,123+43.5% | $4,139+43.0% |
| Admin fee / account holder | $236 | $4,643-94.9% | $5,150-95.4% | $7,234-96.7% |