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 | $52,472 | $73,933-29.0% | $96,683-45.7% | $75,163-30.2% |
| Participation rate | 90.5% | 66.4%+24.1pp | 74.3%+16.1pp | 67.2%+23.3pp |
| Annual return | 120.51% | 26.70%+93.8pp | 35.69%+84.8pp | 160.62%-40.1pp |
| Employer contribution / active EE | $313 | $2,928-89.3% | $3,737-91.6% | $2,670-88.3% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $247 | $5,216-95.3% | $6,730-96.3% | $5,651-95.6% |