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 | $27,641 | $127,065-78.2% | $113,168-75.6% | $142,382-80.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 25.65% | 24.03%+1.6pp | 24.27%+1.4pp | 217.08%-191.4pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $12,146 | $5,716+112.5% | $5,107+137.8% | $6,507+86.7% |
| Admin fee / account holder | $112 | $15,736-99.3% | $12,068-99.1% | $12,624-99.1% |