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 7-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 | $38,827 | $95,266-59.2% | $82,389-52.9% | $142,382-72.7% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.5%+16.2pp | 80.1%+5.6pp |
| Annual return | 20.32% | 25.74%-5.4pp | 28.67%-8.3pp | 217.08%-196.8pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $2,517-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $8,427 | $4,809+75.2% | $4,155+102.8% | $6,507+29.5% |
| Admin fee / account holder | $106 | $8,563-98.8% | $7,231-98.5% | $12,624-99.2% |