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 | $65,551 | $71,883-8.8% | $86,677-24.4% | $68,494-4.3% |
| Participation rate | 95.9% | 72.2%+23.7pp | 76.6%+19.3pp | 67.9%+28.0pp |
| Annual return | 43.33% | 3.52%+39.8pp | 35.91%+7.4pp | -7.84%+51.2pp |
| Employer contribution / active EE | $355 | $2,173-83.6% | $2,836-87.5% | $2,596-86.3% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $93 | $6,112-98.5% | $7,493-98.8% | $5,403-98.3% |