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 6-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 | $12,825 | $107,452-88.1% | $91,541-86.0% | $142,382-91.0% |
| Participation rate | 94.4% | 75.1%+19.4pp | 69.8%+24.7pp | 80.1%+14.3pp |
| Annual return | 16.97% | 22.06%-5.1pp | 20.50%-3.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $0 | $2,994-100.0% | $2,505-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $952 | $4,754-80.0% | $4,008-76.2% | $6,507-85.4% |
| Admin fee / account holder | $36 | $8,834-99.6% | $6,956-99.5% | $12,624-99.7% |