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 | $20,775 | $183,519-88.7% | $155,509-86.6% | $145,922-85.8% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 15.71% | 61.17%-45.5pp | 64.67%-49.0pp | 561.29%-545.6pp |
| Employer contribution / active EE | $0 | $5,313-100.0% | $4,672-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,040 | $6,462-53.0% | $5,626-46.0% | $6,688-54.5% |
| Admin fee / account holder | $208 | $19,313-98.9% | $15,912-98.7% | $13,397-98.5% |