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 8-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 | $28,833 | $111,754-74.2% | $103,333-72.1% | $145,922-80.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.21% | 24.77%-10.6pp | 24.88%-10.7pp | 561.29%-547.1pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,868-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,828 | $5,619-31.9% | $5,057-24.3% | $6,688-42.8% |
| Admin fee / account holder | $154 | $9,750-98.4% | $8,355-98.2% | $13,397-98.9% |