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 8-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 | $187,733 | $109,881+70.9% | $150,045+25.1% | $84,808+121.4% |
| Participation rate | 97.4% | 76.1%+21.3pp | 82.3%+15.0pp | 68.3%+29.1pp |
| Annual return | 41.78% | 28.25%+13.5pp | 62.55%-20.8pp | 40.90%+0.9pp |
| Employer contribution / active EE | $365 | $3,561-89.8% | $4,693-92.2% | $2,631-86.1% |
| Participant deferral / active EE | $0 | $6,636-100.0% | $7,997-100.0% | $4,212-100.0% |
| Admin fee / account holder | $190 | $8,568-97.8% | $13,435-98.6% | $7,344-97.4% |