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 5-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 | $131,532 | $81,460+61.5% | $103,333+27.3% | $80,856+62.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 58.12% | 25.55%+32.6pp | 24.88%+33.2pp | 35.59%+22.5pp |
| Employer contribution / active EE | $391 | $3,105-87.4% | $3,868-89.9% | $2,755-85.8% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $196 | $6,566-97.0% | $8,355-97.7% | $6,918-97.2% |