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 5-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 | $102,462 | $95,266+7.6% | $82,389+24.4% | $142,382-28.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 22.76% | 25.74%-3.0pp | 28.67%-5.9pp | 217.08%-194.3pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $2,517-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $21,419 | $4,809+345.4% | $4,155+415.5% | $6,507+229.2% |
| Admin fee / account holder | $207 | $8,563-97.6% | $7,231-97.1% | $12,624-98.4% |