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 | $72,846 | $77,813-6.4% | $123,544-41.0% | $64,186+13.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 46.78% | 12.48%+34.3pp | 119.20%-72.4pp | 7.63%+39.1pp |
| Employer contribution / active EE | $203 | $3,014-93.3% | $4,628-95.6% | $2,381-91.5% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $82 | $5,519-98.5% | $9,284-99.1% | $4,888-98.3% |