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 5-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 | $22,081 | $95,266-76.8% | $82,389-73.2% | $142,382-84.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 20.23% | 25.74%-5.5pp | 28.67%-8.4pp | 217.08%-196.8pp |
| Employer contribution / active EE | $166 | $2,991-94.5% | $2,517-93.4% | $4,299-96.2% |
| Participant deferral / active EE | $7,720 | $4,809+60.5% | $4,155+85.8% | $6,507+18.6% |
| Admin fee / account holder | $220 | $8,563-97.4% | $7,231-97.0% | $12,624-98.3% |