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 | $20,629 | $91,037-77.3% | $71,671-71.2% | $147,584-86.0% |
| Participation rate | 71.4% | 76.1%-4.7pp | 68.7%+2.7pp | 82.8%-11.4pp |
| Annual return | 10.08% | 20.48%-10.4pp | 20.65%-10.6pp | 578.55%-568.5pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,772 | $4,498-16.1% | $3,438+9.7% | $5,439-30.6% |
| Admin fee / account holder | $279 | $8,613-96.8% | $5,558-95.0% | $10,885-97.4% |