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 | $22,762 | $95,561-76.2% | $77,163-70.5% | $139,434-83.7% |
| Participation rate | 73.3% | 73.9%-0.6pp | 69.6%+3.8pp | 80.3%-7.0pp |
| Annual return | 11.56% | 54.92%-43.4pp | 37.87%-26.3pp | 372.94%-361.4pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,535-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,180 | $4,624-74.5% | $3,833-69.2% | $6,710-82.4% |
| Admin fee / account holder | $44 | $8,295-99.5% | $5,472-99.2% | $11,403-99.6% |