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 | $30,892 | $115,882-73.3% | $100,516-69.3% | $158,922-80.6% |
| Participation rate | 91.7% | 81.6%+10.1pp | 79.4%+12.3pp | 82.0%+9.7pp |
| Annual return | 33.00% | 34.79%-1.8pp | 30.89%+2.1pp | 302.83%-269.8pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $14,848 | $6,674+122.5% | $6,270+136.8% | $5,982+148.2% |
| Admin fee / account holder | $91 | $10,995-99.2% | $8,081-98.9% | $11,246-99.2% |