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 | $23,195 | $176,056-86.8% | $159,436-85.5% | $167,490-86.2% |
| Participation rate | 88.9% | 84.9%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 18.66% | 331.75%-313.1pp | 263.57%-244.9pp | 478.56%-459.9pp |
| Employer contribution / active EE | $0 | $5,297-100.0% | $4,829-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $9,223 | $7,750+19.0% | $7,352+25.4% | $6,341+45.4% |
| Admin fee / account holder | $38 | $12,554-99.7% | $10,799-99.6% | $12,309-99.7% |