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 | $16,425 | $123,909-86.7% | $69,647-76.4% | $145,922-88.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.5%+33.5pp | 80.3%+19.7pp |
| Annual return | 10.60% | 190.55%-179.9pp | 100.48%-89.9pp | 561.29%-550.7pp |
| Employer contribution / active EE | $0 | $2,682-100.0% | $1,712-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $5,925 | $4,236+39.9% | $2,886+105.3% | $6,688-11.4% |
| Admin fee / account holder | $155 | $7,863-98.0% | $4,713-96.7% | $13,397-98.8% |