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 7-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 | $117,690 | $138,385-15.0% | $184,200-36.1% | $80,874+45.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 14.77% | 20.02%-5.2pp | 28.80%-14.0pp | 35.62%-20.8pp |
| Employer contribution / active EE | $0 | $4,849-100.0% | $6,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $15,969 | $7,073+125.8% | $9,132+74.9% | $4,297+271.6% |
| Admin fee / account holder | $0 | $10,483-100.0% | $13,907-100.0% | $6,935-100.0% |