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 3-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 | $22,500 | $108,919-79.3% | $100,391-77.6% | $145,922-84.6% |
| Participation rate | 75.0% | 82.9%-7.9pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 23.90% | 57.88%-34.0pp | 49.20%-25.3pp | 561.29%-537.4pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $8,449 | $8,4450% | $8,082+4.5% | $6,688+26.3% |
| Admin fee / account holder | $25 | $9,689-99.7% | $7,899-99.7% | $13,397-99.8% |