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 10-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 | $24,708 | $96,557-74.4% | $80,975-69.5% | $273,961-91.0% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 4.56% | 15.14%-10.6pp | 17.10%-12.5pp | 41.45%-36.9pp |
| Employer contribution / active EE | $455 | $4,868-90.7% | $3,714-87.8% | $4,869-90.7% |
| Participant deferral / active EE | $1,965 | $6,598-70.2% | $5,696-65.5% | $5,287-62.8% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |