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 10-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 | $64,825 | $69,207-6.3% | $64,056+1.2% | $139,434-53.5% |
| Participation rate | 87.5% | 75.6%+11.9pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 18.26% | 45.88%-27.6pp | 33.69%-15.4pp | 372.94%-354.7pp |
| Employer contribution / active EE | $0 | $3,182-100.0% | $2,747-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $9,560 | $4,682+104.2% | $3,880+146.4% | $6,710+42.5% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |