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 | $11,949 | $111,754-89.3% | $103,333-88.4% | $145,922-91.8% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 31.95% | 24.77%+7.2pp | 24.88%+7.1pp | 561.29%-529.3pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,868-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,071 | $5,619-45.3% | $5,057-39.3% | $6,688-54.1% |
| Admin fee / account holder | $255 | $9,750-97.4% | $8,355-96.9% | $13,397-98.1% |