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 | $40,654 | $111,814-63.6% | $103,374-60.7% | $145,959-72.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.38% | 24.77%-15.4pp | 24.89%-15.5pp | 561.95%-552.6pp |
| Employer contribution / active EE | $722 | $4,214-82.9% | $3,869-81.3% | $4,661-84.5% |
| Participant deferral / active EE | $1,693 | $5,618-69.9% | $5,058-66.5% | $6,689-74.7% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |