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 | $18,599 | $110,257-83.1% | $96,544-80.7% | $139,434-86.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 24.35% | 26.32%-2.0pp | 25.84%-1.5pp | 372.94%-348.6pp |
| Employer contribution / active EE | $654 | $3,620-81.9% | $2,965-77.9% | $4,751-86.2% |
| Participant deferral / active EE | $5,542 | $5,548-0.1% | $4,851+14.3% | $6,710-17.4% |
| Admin fee / account holder | $158 | $11,591-98.6% | $8,252-98.1% | $11,403-98.6% |