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 8-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 | $36,597 | $89,355-59.0% | $141,162-74.1% | $72,985-49.9% |
| Participation rate | 87.0% | 75.1%+11.9pp | 82.5%+4.6pp | 69.5%+17.6pp |
| Annual return | 86.70% | 111.85%-25.1pp | 71.39%+15.3pp | 81.00%+5.7pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $12,404 | $5,418+128.9% | $6,709+84.9% | $3,607+243.9% |
| Admin fee / account holder | $28 | $5,958-99.5% | $10,261-99.7% | $5,124-99.4% |