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 4-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 | $6,305 | $74,888-91.6% | $71,209-91.1% | $142,382-95.6% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 32.97% | 345.14%-312.2pp | 282.51%-249.5pp | 217.08%-184.1pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,902 | $4,454+32.5% | $4,175+41.4% | $6,507-9.3% |
| Admin fee / account holder | $16 | $5,568-99.7% | $5,349-99.7% | $12,624-99.9% |