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 | $143,755 | $197,591-27.2% | $177,821-19.2% | $158,922-9.5% |
| Participation rate | 77.8% | 88.5%-10.8pp | 87.7%-9.9pp | 82.0%-4.2pp |
| Annual return | 33.78% | 58.76%-25.0pp | 48.32%-14.5pp | 302.83%-269.0pp |
| Employer contribution / active EE | $0 | $6,697-100.0% | $5,918-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $13,829 | $8,405+64.5% | $7,714+79.3% | $5,982+131.2% |
| Admin fee / account holder | $21 | $15,399-99.9% | $12,427-99.8% | $11,246-99.8% |