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 | $108,667 | $91,552+18.7% | $133,956-18.9% | $79,858+36.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 161.45% | 61.85%+99.6pp | 45.09%+116.4pp | 31.71%+129.7pp |
| Employer contribution / active EE | $309 | $2,384-87.0% | $3,919-92.1% | $2,471-87.5% |
| Participant deferral / active EE | $0 | $3,733-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $157 | $6,321-97.5% | $8,927-98.2% | $5,306-97.0% |