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 | $21,846 | $104,974-79.2% | $95,585-77.1% | $142,382-84.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 20.69% | 210.33%-189.6pp | 38.56%-17.9pp | 217.08%-196.4pp |
| Employer contribution / active EE | $166 | $2,779-94.0% | $2,527-93.4% | $4,299-96.1% |
| Participant deferral / active EE | $1,500 | $4,352-65.5% | $4,023-62.7% | $6,507-76.9% |
| Admin fee / account holder | $126 | $6,386-98.0% | $6,127-97.9% | $12,624-99.0% |