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 | $33,631 | $108,919-69.1% | $100,391-66.5% | $145,922-77.0% |
| Participation rate | 83.3% | 82.9%+0.4pp | 81.5%+1.9pp | 80.3%+3.1pp |
| Annual return | 15.22% | 57.88%-42.7pp | 49.20%-34.0pp | 561.29%-546.1pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $6,337 | $8,445-25.0% | $8,082-21.6% | $6,688-5.2% |
| Admin fee / account holder | $54 | $9,689-99.4% | $7,899-99.3% | $13,397-99.6% |