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 | $36,068 | $95,561-62.3% | $77,163-53.3% | $139,434-74.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.05% | 54.92%-39.9pp | 37.87%-22.8pp | 372.94%-357.9pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,535-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $7,883 | $4,624+70.5% | $3,833+105.6% | $6,710+17.5% |
| Admin fee / account holder | $88 | $8,295-98.9% | $5,472-98.4% | $11,403-99.2% |