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 | $7,058 | $74,888-90.6% | $71,209-90.1% | $142,382-95.0% |
| Participation rate | 78.3% | 76.2%+2.0pp | 73.8%+4.5pp | 80.1%-1.9pp |
| Annual return | 19.93% | 345.14%-325.2pp | 282.51%-262.6pp | 217.08%-197.1pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,160 | $4,454-74.0% | $4,175-72.2% | $6,507-82.2% |
| Admin fee / account holder | $69 | $5,568-98.8% | $5,349-98.7% | $12,624-99.5% |