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 | $28,923 | $105,126-72.5% | $94,646-69.4% | $139,434-79.3% |
| Participation rate | 75.0% | 82.4%-7.4pp | 80.8%-5.8pp | 80.3%-5.3pp |
| Annual return | 13.10% | 38.03%-24.9pp | 156.71%-143.6pp | 372.94%-359.8pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,936 | $7,599-48.2% | $7,418-46.9% | $6,710-41.3% |
| Admin fee / account holder | $80 | $8,984-99.1% | $7,231-98.9% | $11,403-99.3% |