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 7-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 | $26,053 | $105,126-75.2% | $94,646-72.5% | $139,434-81.3% |
| Participation rate | 77.8% | 82.4%-4.6pp | 80.8%-3.1pp | 80.3%-2.5pp |
| Annual return | 22.93% | 38.03%-15.1pp | 156.71%-133.8pp | 372.94%-350.0pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $8,659 | $7,599+13.9% | $7,418+16.7% | $6,710+29.0% |
| Admin fee / account holder | $184 | $8,984-98.0% | $7,231-97.5% | $11,403-98.4% |