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 | $15,179 | $104,974-85.5% | $95,585-84.1% | $142,382-89.3% |
| Participation rate | 83.3% | 75.0%+8.4pp | 72.1%+11.3pp | 80.1%+3.2pp |
| Annual return | 17.75% | 210.33%-192.6pp | 38.56%-20.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $242 | $2,779-91.3% | $2,527-90.4% | $4,299-94.4% |
| Participant deferral / active EE | $1,401 | $4,352-67.8% | $4,023-65.2% | $6,507-78.5% |
| Admin fee / account holder | $146 | $6,386-97.7% | $6,127-97.6% | $12,624-98.8% |