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 | $129,070 | $107,934+19.6% | $91,989+40.3% | $152,861-15.6% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 88.06% | 89.24%-1.2pp | 69.02%+19.0pp | 345.32%-257.3pp |
| Employer contribution / active EE | $135 | $4,210-96.8% | $3,452-96.1% | $4,762-97.2% |
| Participant deferral / active EE | $0 | $6,364-100.0% | $5,923-100.0% | $5,850-100.0% |
| Admin fee / account holder | $296 | $10,520-97.2% | $7,743-96.2% | $11,596-97.5% |