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 | $53,895 | $102,605-47.5% | $145,661-63.0% | $84,808-36.5% |
| Participation rate | 92.2% | 74.3%+17.9pp | 77.2%+14.9pp | 68.3%+23.8pp |
| Annual return | 21.78% | 26.50%-4.7pp | 101.46%-79.7pp | 40.90%-19.1pp |
| Employer contribution / active EE | $0 | $3,325-100.0% | $4,238-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $11,210 | $5,750+95.0% | $7,198+55.7% | $4,212+166.2% |
| Admin fee / account holder | $78 | $8,758-99.1% | $12,466-99.4% | $7,344-98.9% |