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 | $182,486 | $148,534+22.9% | $135,903+34.3% | $139,434+30.9% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 20.21% | 79.19%-59.0pp | 68.23%-48.0pp | 372.94%-352.7pp |
| Employer contribution / active EE | $63 | $5,243-98.8% | $4,856-98.7% | $4,751-98.7% |
| Participant deferral / active EE | $9,158 | $8,100+13.1% | $7,758+18.0% | $6,710+36.5% |
| Admin fee / account holder | $70 | $12,400-99.4% | $10,762-99.3% | $11,403-99.4% |