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 | $62,777 | $209,336-70.0% | $197,124-68.2% | $137,256-54.3% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 22.15% | 48.09%-25.9pp | 44.34%-22.2pp | 220.34%-198.2pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,600 | $9,614+20.7% | $9,135+27.0% | $6,407+81.1% |
| Admin fee / account holder | $125 | $17,308-99.3% | $16,298-99.2% | $12,270-99.0% |