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 6-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 | $28,428 | $105,126-73.0% | $94,646-70.0% | $139,434-79.6% |
| Participation rate | 80.0% | 82.4%-2.4pp | 80.8%-0.8pp | 80.3%-0.3pp |
| Annual return | 23.31% | 38.03%-14.7pp | 156.71%-133.4pp | 372.94%-349.6pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $7,326 | $7,599-3.6% | $7,418-1.2% | $6,710+9.2% |
| Admin fee / account holder | $48 | $8,984-99.5% | $7,231-99.3% | $11,403-99.6% |