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 | $11,525 | $106,584-89.2% | $101,326-88.6% | $142,382-91.9% |
| Participation rate | 78.6% | 82.7%-4.1pp | 81.5%-2.9pp | 80.1%-1.5pp |
| Annual return | 39.20% | 36.93%+2.3pp | 36.82%+2.4pp | 217.08%-177.9pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,384 | $8,297-47.2% | $7,994-45.2% | $6,507-32.6% |
| Admin fee / account holder | $131 | $11,446-98.9% | $11,185-98.8% | $12,624-99.0% |