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 | $98,652-45.4% | $142,942-62.3% | $82,448-34.6% |
| Participation rate | 92.2% | 72.8%+19.4pp | 76.8%+15.3pp | 68.1%+24.1pp |
| Annual return | 21.78% | 22.65%-0.9pp | 113.70%-91.9pp | 41.64%-19.9pp |
| Employer contribution / active EE | $0 | $3,211-100.0% | $4,139-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $11,210 | $5,580+100.9% | $7,128+57.3% | $4,139+170.8% |
| Admin fee / account holder | $78 | $8,078-99.0% | $12,475-99.4% | $7,234-98.9% |