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 | $25,544 | $96,965-73.7% | $97,995-73.9% | $147,584-82.7% |
| Participation rate | 71.4% | 83.6%-12.2pp | 82.4%-11.0pp | 82.8%-11.4pp |
| Annual return | 18.28% | 24.11%-5.8pp | 23.94%-5.7pp | 578.55%-560.3pp |
| Employer contribution / active EE | $0 | $4,536-100.0% | $4,158-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,987 | $5,081-60.9% | $5,097-61.0% | $5,439-63.5% |
| Admin fee / account holder | $216 | $8,120-97.3% | $5,943-96.4% | $10,885-98.0% |