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 | $66,870 | $150,187-55.5% | $120,354-44.4% | $145,922-54.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 15.54% | 154.07%-138.5pp | 107.15%-91.6pp | 561.29%-545.7pp |
| Employer contribution / active EE | $636 | $4,348-85.4% | $3,463-81.6% | $4,660-86.4% |
| Participant deferral / active EE | $8,500 | $6,173+37.7% | $4,991+70.3% | $6,688+27.1% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |