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 9-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 | $10,609 | $100,852-89.5% | $90,404-88.3% | $158,922-93.3% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 11.65% | 1724.20%-1712.6pp | 1293.02%-1281.4pp | 302.83%-291.2pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,003 | $4,348-53.9% | $3,963-49.5% | $5,982-66.5% |
| Admin fee / account holder | $40 | $6,501-99.4% | $5,611-99.3% | $11,246-99.6% |