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 | $57,566 | $165,984-65.3% | $164,813-65.1% | $145,922-60.6% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 13.75% | 100.03%-86.3pp | 69.93%-56.2pp | 561.29%-547.5pp |
| Employer contribution / active EE | $0 | $5,273-100.0% | $4,341-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $14,493 | $6,959+108.3% | $6,031+140.3% | $6,688+116.7% |
| Admin fee / account holder | $20 | $16,648-99.9% | $12,690-99.8% | $13,397-99.9% |