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 9-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 | $14,718 | $97,044-84.8% | $83,333-82.3% | $135,375-89.1% |
| Participation rate | 72.7% | 80.4%-7.7pp | 77.8%-5.0pp | 82.6%-9.9pp |
| Annual return | 113.30% | 12.31%+101.0pp | 10.63%+102.7pp | 519.73%-406.4pp |
| Employer contribution / active EE | $382 | $4,143-90.8% | $3,379-88.7% | $4,779-92.0% |
| Participant deferral / active EE | $2,753 | $5,964-53.8% | $5,565-50.5% | $5,609-50.9% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |