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 | $96,108 | $64,707+48.5% | $112,228-14.4% | $68,494+40.3% |
| Participation rate | 98.1% | 67.2%+31.0pp | 75.1%+23.1pp | 67.9%+30.2pp |
| Annual return | 184.66% | -11.40%+196.1pp | 27.45%+157.2pp | -7.84%+192.5pp |
| Employer contribution / active EE | $87 | $2,746-96.8% | $3,635-97.6% | $2,596-96.7% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $25 | $5,232-99.5% | $6,410-99.6% | $5,403-99.5% |