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 10-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 | $37,034 | $99,652-62.8% | $78,778-53.0% | $147,584-74.9% |
| Participation rate | 73.3% | 76.2%-2.9pp | 69.2%+4.1pp | 82.8%-9.5pp |
| Annual return | 47.00% | 47.28%-0.3pp | 35.62%+11.4pp | 578.55%-531.5pp |
| Employer contribution / active EE | $15 | $2,796-99.5% | $1,986-99.3% | $4,876-99.7% |
| Participant deferral / active EE | $5,605 | $3,664+53.0% | $2,958+89.5% | $5,439+3.1% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |