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 | $81,415 | $108,172-24.7% | $77,482+5.1% | $158,922-48.8% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 37.01% | 31.67%+5.3pp | 54.79%-17.8pp | 302.83%-265.8pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $986-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $13,000 | $2,456+429.3% | $1,861+598.5% | $5,982+117.3% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |