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 9-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 | $25,011 | $817,678-96.9% | $392,568-93.6% | $152,861-83.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.4%+17.6pp |
| Annual return | 27.85% | 22.84%+5.0pp | 24.42%+3.4pp | 345.32%-317.5pp |
| Employer contribution / active EE | $0 | $5,502-100.0% | $3,783-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $15,000 | $8,398+78.6% | $5,985+150.6% | $5,850+156.4% |
| Admin fee / account holder | $0 | $12,095-100.0% | $6,260-100.0% | $11,596-100.0% |