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 5-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 | $27,542 | $201,272-86.3% | $184,203-85.0% | $145,922-81.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.57% | 29.00%-14.4pp | 28.81%-14.2pp | 561.29%-546.7pp |
| Employer contribution / active EE | $129 | $7,022-98.2% | $6,427-98.0% | $4,660-97.2% |
| Participant deferral / active EE | $5,032 | $9,806-48.7% | $9,131-44.9% | $6,688-24.8% |
| Admin fee / account holder | $25 | $16,364-99.8% | $13,901-99.8% | $13,397-99.8% |