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 | $92,798-90.2% | $96,707-90.6% | $137,256-93.3% |
| Participation rate | 87.5% | 81.6%+5.9pp | 80.4%+7.1pp | 80.0%+7.5pp |
| Annual return | 22.45% | 31.24%-8.8pp | 34.78%-12.3pp | 220.34%-197.9pp |
| Employer contribution / active EE | $0 | $4,147-100.0% | $4,191-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,195 | $5,877-11.6% | $5,997-13.4% | $6,407-18.9% |
| Admin fee / account holder | $84 | $7,946-98.9% | $7,503-98.9% | $12,270-99.3% |