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 | $46,335 | $109,881-57.8% | $150,045-69.1% | $84,808-45.4% |
| Participation rate | 91.7% | 76.1%+15.6pp | 82.3%+9.3pp | 68.3%+23.4pp |
| Annual return | 23.86% | 28.25%-4.4pp | 62.55%-38.7pp | 40.90%-17.0pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $13,422 | $6,636+102.3% | $7,997+67.8% | $4,212+218.7% |
| Admin fee / account holder | $37 | $8,568-99.6% | $13,435-99.7% | $7,344-99.5% |