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 | $32,524 | $210,698-84.6% | $178,014-81.7% | $145,959-77.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.76% | 386.27%-370.5pp | 294.80%-279.0pp | 561.95%-546.2pp |
| Employer contribution / active EE | $513 | $4,567-88.8% | $3,950-87.0% | $4,661-89.0% |
| Participant deferral / active EE | $7,862 | $6,958+13.0% | $6,276+25.3% | $6,689+17.5% |
| Admin fee / account holder | $0 | $12,016-100.0% | $10,362-100.0% | $13,398-100.0% |