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 | $19,328 | $81,248-76.2% | $155,509-87.6% | $80,856-76.1% |
| Participation rate | 91.7% | 66.2%+25.4pp | 78.2%+13.5pp | 67.6%+24.0pp |
| Annual return | 16.49% | 33.31%-16.8pp | 64.67%-48.2pp | 35.59%-19.1pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,673 | $3,452+93.3% | $5,626+18.6% | $4,296+55.3% |
| Admin fee / account holder | $19 | $7,997-99.8% | $15,912-99.9% | $6,918-99.7% |