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 5-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 | $11,432 | $100,773-88.7% | $88,946-87.1% | $142,382-92.0% |
| Participation rate | 72.7% | 74.3%-1.6pp | 68.8%+3.9pp | 80.1%-7.4pp |
| Annual return | 22.10% | 70.18%-48.1pp | 57.82%-35.7pp | 217.08%-195.0pp |
| Employer contribution / active EE | $0 | $2,918-100.0% | $2,555-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,047 | $5,230-41.7% | $4,581-33.5% | $6,507-53.2% |
| Admin fee / account holder | $260 | $9,693-97.3% | $8,261-96.8% | $12,624-97.9% |