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 | $226,940 | $197,591+14.9% | $177,821+27.6% | $158,922+42.8% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 33.37% | 58.76%-25.4pp | 48.32%-15.0pp | 302.83%-269.5pp |
| Employer contribution / active EE | $0 | $6,697-100.0% | $5,918-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $12,314 | $8,405+46.5% | $7,714+59.6% | $5,982+105.8% |
| Admin fee / account holder | $8 | $15,399-100.0% | $12,427-99.9% | $11,246-99.9% |