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 | $93,054 | $118,427-21.4% | $66,042+40.9% | $142,382-34.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 34.11% | 35.57%-1.5pp | 52.11%-18.0pp | 217.08%-183.0pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $1,579-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $6,402 | $4,311+48.5% | $2,835+125.8% | $6,507-1.6% |
| Admin fee / account holder | $1 | $9,593-100.0% | $5,747-100.0% | $12,624-100.0% |