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 | $11,748 | $58,208-79.8% | $81,812-85.6% | $80,856-85.5% |
| Participation rate | 85.4% | 63.4%+22.0pp | 72.3%+13.1pp | 67.6%+17.8pp |
| Annual return | 25.63% | 41.66%-16.0pp | 773.79%-748.2pp | 35.59%-10.0pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,780 | $3,281-15.3% | $4,319-35.6% | $4,296-35.3% |
| Admin fee / account holder | $237 | $4,981-95.2% | $7,386-96.8% | $6,918-96.6% |