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 | $11,503 | $115,708-90.1% | $65,255-82.4% | $139,434-91.8% |
| Participation rate | 100.0% | 67.8%+32.2pp | 65.0%+35.0pp | 80.3%+19.7pp |
| Annual return | 19.96% | 31.19%-11.2pp | 47.35%-27.4pp | 372.94%-353.0pp |
| Employer contribution / active EE | $0 | $2,599-100.0% | $1,691-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,948 | $4,240+16.7% | $2,831+74.8% | $6,710-26.3% |
| Admin fee / account holder | $91 | $6,698-98.6% | $4,112-97.8% | $11,403-99.2% |