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 | $101,773 | $52,279+94.7% | $89,391+13.9% | $79,858+27.4% |
| Participation rate | 75.0% | 57.5%+17.5pp | 68.0%+7.0pp | 69.6%+5.4pp |
| Annual return | 27.49% | 22.16%+5.3pp | 245.62%-218.1pp | 31.71%-4.2pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,526 | $2,740+174.7% | $3,890+93.5% | $3,740+101.2% |
| Admin fee / account holder | $55 | $3,356-98.4% | $4,881-98.9% | $5,306-99.0% |