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 8-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 | $39,186 | $105,126-62.7% | $94,646-58.6% | $139,434-71.9% |
| Participation rate | 89.5% | 82.4%+7.1pp | 80.8%+8.6pp | 80.3%+9.2pp |
| Annual return | 22.53% | 38.03%-15.5pp | 156.71%-134.2pp | 372.94%-350.4pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $14,156 | $7,599+86.3% | $7,418+90.8% | $6,710+111.0% |
| Admin fee / account holder | $35 | $8,984-99.6% | $7,231-99.5% | $11,403-99.7% |