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 | $148,869 | $183,519-18.9% | $155,509-4.3% | $145,922+2.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.93% | 61.17%-41.2pp | 64.67%-44.7pp | 561.29%-541.4pp |
| Employer contribution / active EE | $395 | $5,313-92.6% | $4,672-91.6% | $4,660-91.5% |
| Participant deferral / active EE | $21,000 | $6,462+225.0% | $5,626+273.3% | $6,688+214.0% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |