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 9-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 | $92,538 | $72,404+27.8% | $110,238-16.1% | $64,186+44.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 36.15% | -6.29%+42.4pp | 314.74%-278.6pp | 7.63%+28.5pp |
| Employer contribution / active EE | $374 | $2,282-83.6% | $3,826-90.2% | $2,381-84.3% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $202 | $5,664-96.4% | $8,547-97.6% | $4,888-95.9% |