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 9-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 | $63,301 | $71,883-11.9% | $86,677-27.0% | $68,494-7.6% |
| Participation rate | 92.7% | 72.2%+20.4pp | 76.6%+16.1pp | 67.9%+24.8pp |
| Annual return | 56.17% | 3.52%+52.6pp | 35.91%+20.3pp | -7.84%+64.0pp |
| Employer contribution / active EE | $123 | $2,173-94.3% | $2,836-95.7% | $2,596-95.3% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $267 | $6,112-95.6% | $7,493-96.4% | $5,403-95.1% |