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 8-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 | $61,147 | $98,750-38.1% | $149,696-59.2% | $79,858-23.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 64.57% | 27.43%+37.1pp | 276.60%-212.0pp | 31.71%+32.9pp |
| Employer contribution / active EE | $364 | $3,216-88.7% | $4,644-92.2% | $2,471-85.3% |
| Participant deferral / active EE | $0 | $5,680-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $179 | $6,053-97.0% | $9,309-98.1% | $5,306-96.6% |