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 8-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 | $41,392 | $162,781-74.6% | $133,956-69.1% | $158,922-74.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 22.84% | 41.94%-19.1pp | 45.09%-22.3pp | 302.83%-280.0pp |
| Employer contribution / active EE | $197 | $4,975-96.0% | $3,919-95.0% | $4,761-95.9% |
| Participant deferral / active EE | $13,140 | $5,911+122.3% | $5,048+160.3% | $5,982+119.7% |
| Admin fee / account holder | $16 | $11,736-99.9% | $8,927-99.8% | $11,246-99.9% |