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 8-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 | $18,532 | $74,888-75.3% | $71,209-74.0% | $142,382-87.0% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 13.93% | 345.14%-331.2pp | 282.51%-268.6pp | 217.08%-203.1pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,097 | $4,454-30.5% | $4,175-25.8% | $6,507-52.4% |
| Admin fee / account holder | $259 | $5,568-95.3% | $5,349-95.2% | $12,624-97.9% |