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 | $47,822 | $99,877-52.1% | $84,966-43.7% | $145,922-67.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 8.10% | 83.76%-75.7pp | 66.38%-58.3pp | 561.29%-553.2pp |
| Employer contribution / active EE | $112 | $3,231-96.5% | $2,727-95.9% | $4,660-97.6% |
| Participant deferral / active EE | $1,450 | $5,291-72.6% | $4,519-67.9% | $6,688-78.3% |
| Admin fee / account holder | $2 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |