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 | $81,109 | $185,822-56.4% | $169,993-52.3% | $139,434-41.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.69% | 60.50%-41.8pp | 53.37%-34.7pp | 372.94%-354.2pp |
| Employer contribution / active EE | $614 | $7,590-91.9% | $6,785-91.0% | $4,751-87.1% |
| Participant deferral / active EE | $12,688 | $11,622+9.2% | $10,408+21.9% | $6,710+89.1% |
| Admin fee / account holder | $108 | $15,381-99.3% | $12,815-99.2% | $11,403-99.1% |