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 | $48,784 | $57,354-14.9% | $83,848-41.8% | $64,186-24.0% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 129.61% | 11.38%+118.2pp | 850.88%-721.3pp | 7.63%+122.0pp |
| Employer contribution / active EE | $73 | $2,545-97.1% | $3,631-98.0% | $2,381-96.9% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $53 | $4,046-98.7% | $5,478-99.0% | $4,888-98.9% |