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 | $43,703 | $106,584-59.0% | $101,326-56.9% | $142,382-69.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 21.49% | 36.93%-15.4pp | 36.82%-15.3pp | 217.08%-195.6pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $15,084 | $8,297+81.8% | $7,994+88.7% | $6,507+131.8% |
| Admin fee / account holder | $101 | $11,446-99.1% | $11,185-99.1% | $12,624-99.2% |