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 10-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 | $22,541 | $103,376-78.2% | $87,100-74.1% | $152,861-85.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 26.15% | 28.10%-2.0pp | 28.19%-2.0pp | 345.32%-319.2pp |
| Employer contribution / active EE | $467 | $3,220-85.5% | $2,521-81.5% | $4,762-90.2% |
| Participant deferral / active EE | $4,730 | $4,778-1.0% | $4,049+16.8% | $5,850-19.1% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |