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 6-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 | $111,796 | $167,484-33.2% | $151,611-26.3% | $134,475-16.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.19% | 7.80%-23.0pp | 3.33%-18.5pp | 417.96%-433.1pp |
| Employer contribution / active EE | $874 | $6,829-87.2% | $6,166-85.8% | $4,740-81.6% |
| Participant deferral / active EE | $16,925 | $8,986+88.4% | $8,363+102.4% | $6,400+164.5% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |