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 4-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 | $11,094 | $112,729-90.2% | $98,716-88.8% | $137,256-91.9% |
| Participation rate | 81.3% | 74.2%+7.0pp | 69.3%+12.0pp | 80.0%+1.3pp |
| Annual return | 20.90% | 38.48%-17.6pp | 31.81%-10.9pp | 220.34%-199.4pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,432 | $4,640-47.6% | $4,048-39.9% | $6,407-62.0% |
| Admin fee / account holder | $15 | $10,129-99.8% | $8,703-99.8% | $12,270-99.9% |