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 5-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 | $16,500 | $138,044-88.0% | $125,339-86.8% | $134,475-87.7% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | 0.66% | 750.33%-749.7pp | 572.05%-571.4pp | 417.96%-417.3pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,711 | $7,799-26.8% | $7,446-23.3% | $6,400-10.8% |
| Admin fee / account holder | $263 | $11,571-97.7% | $10,010-97.4% | $11,426-97.7% |