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 7-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 | $96,308 | $106,584-9.6% | $101,326-5.0% | $142,382-32.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 28.80% | 36.93%-8.1pp | 36.82%-8.0pp | 217.08%-188.3pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $10,697 | $8,297+28.9% | $7,994+33.8% | $6,507+64.4% |
| Admin fee / account holder | $81 | $11,446-99.3% | $11,185-99.3% | $12,624-99.4% |