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 | $13,475 | $108,919-87.6% | $100,391-86.6% | $145,922-90.8% |
| Participation rate | 78.9% | 82.9%-4.0pp | 81.5%-2.5pp | 80.3%-1.3pp |
| Annual return | 49.39% | 57.88%-8.5pp | 49.20%+0.2pp | 561.29%-511.9pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $8,376 | $8,445-0.8% | $8,082+3.6% | $6,688+25.2% |
| Admin fee / account holder | $0 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |