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 | $27,114 | $214,378-87.4% | $200,582-86.5% | $142,382-81.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.68% | 46.41%-27.7pp | 42.33%-23.6pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,072 | $6,841-84.3% | $6,419-83.3% | $4,299-75.1% |
| Participant deferral / active EE | $4,935 | $9,865-50.0% | $9,331-47.1% | $6,507-24.2% |
| Admin fee / account holder | $63 | $17,692-99.6% | $16,305-99.6% | $12,624-99.5% |