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 | $107,868 | $124,319-13.2% | $111,297-3.1% | $167,490-35.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 14.95% | 37.44%-22.5pp | 54.65%-39.7pp | 478.56%-463.6pp |
| Employer contribution / active EE | $407 | $3,435-88.1% | $2,731-85.1% | $4,837-91.6% |
| Participant deferral / active EE | $10,724 | $5,180+107.0% | $4,487+139.0% | $6,341+69.1% |
| Admin fee / account holder | $72 | $10,618-99.3% | $7,964-99.1% | $12,309-99.4% |