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 | $104,700 | $201,272-48.0% | $184,203-43.2% | $145,922-28.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.49% | 29.00%-16.5pp | 28.81%-16.3pp | 561.29%-548.8pp |
| Employer contribution / active EE | $630 | $7,022-91.0% | $6,427-90.2% | $4,660-86.5% |
| Participant deferral / active EE | $12,834 | $9,806+30.9% | $9,131+40.5% | $6,688+91.9% |
| Admin fee / account holder | $150 | $16,364-99.1% | $13,901-98.9% | $13,397-98.9% |