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 | $18,048 | $100,852-82.1% | $90,404-80.0% | $158,922-88.6% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 40.96% | 1724.20%-1683.2pp | 1293.02%-1252.1pp | 302.83%-261.9pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $6,628 | $4,348+52.5% | $3,963+67.2% | $5,982+10.8% |
| Admin fee / account holder | $100 | $6,501-98.5% | $5,611-98.2% | $11,246-99.1% |