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 3-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 | $19,675 | $106,584-81.5% | $101,326-80.6% | $142,382-86.2% |
| Participation rate | 72.2% | 82.7%-10.5pp | 81.5%-9.3pp | 80.1%-7.9pp |
| Annual return | 23.23% | 36.93%-13.7pp | 36.82%-13.6pp | 217.08%-193.8pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,331 | $8,297-35.7% | $7,994-33.3% | $6,507-18.1% |
| Admin fee / account holder | $46 | $11,446-99.6% | $11,185-99.6% | $12,624-99.6% |