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 7-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 | $24,459 | $100,773-75.7% | $88,946-72.5% | $142,382-82.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 17.49% | 70.18%-52.7pp | 57.82%-40.3pp | 217.08%-199.6pp |
| Employer contribution / active EE | $168 | $2,918-94.2% | $2,555-93.4% | $4,299-96.1% |
| Participant deferral / active EE | $1,776 | $5,230-66.0% | $4,581-61.2% | $6,507-72.7% |
| Admin fee / account holder | $163 | $9,693-98.3% | $8,261-98.0% | $12,624-98.7% |