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 | $96,264 | $93,346+3.1% | $71,796+34.1% | $273,961-64.9% |
| Participation rate | 94.1% | 76.5%+17.6pp | 69.1%+25.0pp | 83.0%+11.1pp |
| Annual return | 7.93% | 130.39%-122.5pp | 78.04%-70.1pp | 41.45%-33.5pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $8,418 | $3,475+142.2% | $2,794+201.2% | $5,287+59.2% |
| Admin fee / account holder | $7 | $6,571-99.9% | $4,815-99.9% | $10,132-99.9% |