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 | $22,079 | $93,571-76.4% | $135,903-83.8% | $75,163-70.6% |
| Participation rate | 96.7% | 75.2%+21.5pp | 81.9%+14.8pp | 67.2%+29.5pp |
| Annual return | 22.84% | 30.90%-8.1pp | 68.23%-45.4pp | 160.62%-137.8pp |
| Employer contribution / active EE | $777 | $3,537-78.0% | $4,856-84.0% | $2,670-70.9% |
| Participant deferral / active EE | $5,910 | $6,404-7.7% | $7,758-23.8% | $4,125+43.3% |
| Admin fee / account holder | $22 | $6,975-99.7% | $10,762-99.8% | $5,651-99.6% |