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 | $7,385 | $72,071-89.8% | $68,368-89.2% | $137,256-94.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.72% | 353.14%-335.4pp | 292.57%-274.9pp | 220.34%-202.6pp |
| Employer contribution / active EE | $348 | $2,788-87.5% | $2,649-86.9% | $4,156-91.6% |
| Participant deferral / active EE | $628 | $4,410-85.8% | $4,123-84.8% | $6,407-90.2% |
| Admin fee / account holder | $44 | $5,336-99.2% | $5,150-99.1% | $12,270-99.6% |