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 | $17,098 | $90,348-81.1% | $75,972-77.5% | $145,922-88.3% |
| Participation rate | 93.8% | 74.5%+19.3pp | 69.1%+24.7pp | 80.3%+13.5pp |
| Annual return | 15.10% | 620.88%-605.8pp | 359.55%-344.4pp | 561.29%-546.2pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,685-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $5,679 | $5,162+10.0% | $4,255+33.4% | $6,688-15.1% |
| Admin fee / account holder | $19 | $8,467-99.8% | $6,467-99.7% | $13,397-99.9% |