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 6-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 | $19,681 | $159,901-87.7% | $146,958-86.6% | $145,922-86.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.97% | 98.13%-85.2pp | 418.34%-405.4pp | 561.29%-548.3pp |
| Employer contribution / active EE | $733 | $5,286-86.1% | $4,933-85.1% | $4,660-84.3% |
| Participant deferral / active EE | $4,231 | $8,428-49.8% | $8,070-47.6% | $6,688-36.7% |
| Admin fee / account holder | $39 | $15,044-99.7% | $12,998-99.7% | $13,397-99.7% |