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 | $10,418 | $110,261-90.6% | $95,745-89.1% | $139,434-92.5% |
| Participation rate | 80.0% | 75.8%+4.2pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 22.73% | 27.11%-4.4pp | 28.35%-5.6pp | 372.94%-350.2pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $2,835-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,863 | $4,676-38.8% | $4,245-32.6% | $6,710-57.3% |
| Admin fee / account holder | $58 | $6,613-99.1% | $5,678-99.0% | $11,403-99.5% |