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 | $44,477 | $167,484-73.4% | $151,611-70.7% | $134,475-66.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.88% | 7.80%-26.7pp | 3.33%-22.2pp | 417.96%-436.8pp |
| Employer contribution / active EE | $990 | $6,829-85.5% | $6,166-83.9% | $4,740-79.1% |
| Participant deferral / active EE | $9,214 | $8,986+2.5% | $8,363+10.2% | $6,400+44.0% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |