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 7-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 | $9,137 | $94,338-90.3% | $100,534-90.9% | $142,382-93.6% |
| Participation rate | 87.5% | 81.7%+5.8pp | 80.6%+6.9pp | 80.1%+7.4pp |
| Annual return | 22.45% | 29.20%-6.7pp | 32.66%-10.2pp | 217.08%-194.6pp |
| Employer contribution / active EE | $0 | $4,237-100.0% | $4,346-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,195 | $5,934-12.5% | $6,144-15.4% | $6,507-20.2% |
| Admin fee / account holder | $84 | $8,421-99.0% | $7,654-98.9% | $12,624-99.3% |