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 | $15,551 | $69,207-77.5% | $64,056-75.7% | $139,434-88.8% |
| Participation rate | 75.0% | 75.6%-0.6pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 25.77% | 45.88%-20.1pp | 33.69%-7.9pp | 372.94%-347.2pp |
| Employer contribution / active EE | $381 | $3,182-88.0% | $2,747-86.1% | $4,751-92.0% |
| Participant deferral / active EE | $11,379 | $4,682+143.1% | $3,880+193.3% | $6,710+69.6% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |