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 | $14,027 | $106,515-86.8% | $96,683-85.5% | $139,434-89.9% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 36.81% | 38.43%-1.6pp | 35.69%+1.1pp | 372.94%-336.1pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,737-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,460 | $5,454-18.2% | $4,878-8.6% | $6,710-33.5% |
| Admin fee / account holder | $129 | $7,877-98.4% | $6,730-98.1% | $11,403-98.9% |