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 9-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 | $129,868 | $88,707+46.4% | $74,183+75.1% | $273,961-52.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.03% | 11.94%-7.9pp | 17.74%-13.7pp | 41.45%-37.4pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $10,573 | $4,212+151.0% | $3,550+197.9% | $5,287+100.0% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |