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 | $47,371 | $69,207-31.6% | $64,056-26.0% | $139,434-66.0% |
| Participation rate | 94.4% | 75.6%+18.9pp | 72.3%+22.1pp | 80.3%+14.1pp |
| Annual return | 17.47% | 45.88%-28.4pp | 33.69%-16.2pp | 372.94%-355.5pp |
| Employer contribution / active EE | $0 | $3,182-100.0% | $2,747-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,097 | $4,682-33.9% | $3,880-20.2% | $6,710-53.9% |
| Admin fee / account holder | $73 | $4,244-98.3% | $3,068-97.6% | $11,403-99.4% |