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 6-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 | $116,104 | $214,378-45.8% | $200,582-42.1% | $142,382-18.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.06% | 46.41%-25.3pp | 42.33%-21.3pp | 217.08%-196.0pp |
| Employer contribution / active EE | $0 | $6,841-100.0% | $6,419-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $26,312 | $9,865+166.7% | $9,331+182.0% | $6,507+304.4% |
| Admin fee / account holder | $125 | $17,692-99.3% | $16,305-99.2% | $12,624-99.0% |