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 6-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 | $13,926 | $102,616-86.4% | $81,983-83.0% | $158,922-91.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 12.92% | 61.04%-48.1pp | 41.31%-28.4pp | 302.83%-289.9pp |
| Employer contribution / active EE | $0 | $3,240-100.0% | $2,498-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $6,067 | $4,648+30.5% | $3,722+63.0% | $5,982+1.4% |
| Admin fee / account holder | $123 | $8,235-98.5% | $5,664-97.8% | $11,246-98.9% |