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 | $17,393 | $100,970-82.8% | $96,576-82.0% | $137,256-87.3% |
| Participation rate | 83.3% | 82.6%+0.7pp | 81.4%+1.9pp | 80.0%+3.4pp |
| Annual return | 20.75% | 38.16%-17.4pp | 38.47%-17.7pp | 220.34%-199.6pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,151 | $8,286-13.7% | $7,956-10.1% | $6,407+11.6% |
| Admin fee / account holder | $26 | $11,312-99.8% | $11,381-99.8% | $12,270-99.8% |