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 | $94,246 | $105,181-10.4% | $159,436-40.9% | $85,850+9.8% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.8%+13.2pp | 69.3%+26.7pp |
| Annual return | 19.22% | 45.07%-25.9pp | 263.57%-244.3pp | 318.53%-299.3pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,245 | $5,945-11.8% | $7,352-28.7% | $3,952+32.7% |
| Admin fee / account holder | $59 | $6,933-99.1% | $10,799-99.5% | $6,260-99.1% |