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 10-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 | $191,927 | $117,381+63.5% | $99,443+93.0% | $152,861+25.6% |
| Participation rate | 90.0% | 77.5%+12.5pp | 73.8%+16.2pp | 82.4%+7.6pp |
| Annual return | 15.23% | 31.87%-16.6pp | 30.72%-15.5pp | 345.32%-330.1pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,778 | $4,086+114.8% | $3,619+142.6% | $5,850+50.0% |
| Admin fee / account holder | $10 | $7,631-99.9% | $6,250-99.8% | $11,596-99.9% |