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 | $102,245-87.5% | $89,340-85.6% | $137,256-90.7% |
| Participation rate | 94.4% | 74.9%+19.6pp | 69.6%+24.9pp | 80.0%+14.5pp |
| Annual return | 16.97% | 21.89%-4.9pp | 20.57%-3.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $952 | $4,436-78.5% | $3,823-75.1% | $6,407-85.1% |
| Admin fee / account holder | $36 | $8,085-99.6% | $6,704-99.5% | $12,270-99.7% |