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 | $246,581 | $185,822+32.7% | $169,993+45.1% | $139,434+76.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.38% | 60.50%-39.1pp | 53.37%-32.0pp | 372.94%-351.6pp |
| Employer contribution / active EE | $705 | $7,590-90.7% | $6,785-89.6% | $4,751-85.2% |
| Participant deferral / active EE | $21,120 | $11,622+81.7% | $10,408+102.9% | $6,710+214.7% |
| Admin fee / account holder | $212 | $15,381-98.6% | $12,815-98.3% | $11,403-98.1% |