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 7-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 | $36,177 | $156,846-76.9% | $121,098-70.1% | $139,434-74.1% |
| Participation rate | 72.7% | 76.4%-3.7pp | 69.5%+3.2pp | 80.3%-7.6pp |
| Annual return | 23.33% | 1474.56%-1451.2pp | 985.75%-962.4pp | 372.94%-349.6pp |
| Employer contribution / active EE | $0 | $5,536-100.0% | $4,164-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $8,633 | $4,844+78.2% | $4,080+111.6% | $6,710+28.6% |
| Admin fee / account holder | $105 | $6,946-98.5% | $5,644-98.1% | $11,403-99.1% |