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 | $8,183 | $80,717-89.9% | $154,803-94.7% | $84,808-90.4% |
| Participation rate | 97.1% | 66.8%+30.3pp | 78.1%+19.1pp | 68.3%+28.8pp |
| Annual return | 17.72% | 37.96%-20.2pp | 58.88%-41.2pp | 40.90%-23.2pp |
| Employer contribution / active EE | $97 | $2,761-96.5% | $4,305-97.7% | $2,631-96.3% |
| Participant deferral / active EE | $894 | $3,303-72.9% | $5,540-83.9% | $4,212-78.8% |
| Admin fee / account holder | $286 | $6,746-95.8% | $14,329-98.0% | $7,344-96.1% |