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 3-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 | $46,088 | $124,425-63.0% | $112,040-58.9% | $137,256-66.4% |
| Participation rate | 78.6% | 79.3%-0.7pp | 76.5%+2.1pp | 80.0%-1.4pp |
| Annual return | 22.33% | 24.72%-2.4pp | 24.52%-2.2pp | 220.34%-198.0pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $16,606 | $5,718+190.4% | $5,098+225.8% | $6,407+159.2% |
| Admin fee / account holder | $63 | $15,207-99.6% | $12,098-99.5% | $12,270-99.5% |