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 | $106,584-83.7% | $101,326-82.8% | $142,382-87.8% |
| Participation rate | 83.3% | 82.7%+0.6pp | 81.5%+1.8pp | 80.1%+3.2pp |
| Annual return | 20.75% | 36.93%-16.2pp | 36.82%-16.1pp | 217.08%-196.3pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $7,151 | $8,297-13.8% | $7,994-10.5% | $6,507+9.9% |
| Admin fee / account holder | $26 | $11,446-99.8% | $11,185-99.8% | $12,624-99.8% |