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 6-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 | $14,027 | $106,515-86.8% | $96,683-85.5% | $139,434-89.9% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 48.03% | 38.43%+9.6pp | 35.69%+12.3pp | 372.94%-324.9pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,737-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $7,264 | $5,454+33.2% | $4,878+48.9% | $6,710+8.3% |
| Admin fee / account holder | $73 | $7,877-99.1% | $6,730-98.9% | $11,403-99.4% |