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 7-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 | $22,354 | $175,202-87.2% | $149,673-85.1% | $139,434-84.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.91% | 166.71%-148.8pp | 134.42%-116.5pp | 372.94%-355.0pp |
| Employer contribution / active EE | $967 | $5,474-82.3% | $4,818-79.9% | $4,751-79.6% |
| Participant deferral / active EE | $2,569 | $6,519-60.6% | $5,680-54.8% | $6,710-61.7% |
| Admin fee / account holder | $24 | $16,150-99.8% | $13,210-99.8% | $11,403-99.8% |