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 | $18,310 | $115,882-84.2% | $100,516-81.8% | $158,922-88.5% |
| Participation rate | 90.5% | 81.6%+8.9pp | 79.4%+11.1pp | 82.0%+8.5pp |
| Annual return | 50.55% | 34.79%+15.8pp | 30.89%+19.7pp | 302.83%-252.3pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $10,033 | $6,674+50.3% | $6,270+60.0% | $5,982+67.7% |
| Admin fee / account holder | $242 | $10,995-97.8% | $8,081-97.0% | $11,246-97.8% |