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 | $94,846 | $111,754-15.1% | $103,333-8.2% | $145,922-35.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 108.56% | 24.77%+83.8pp | 24.88%+83.7pp | 561.29%-452.7pp |
| Employer contribution / active EE | $600 | $4,212-85.8% | $3,868-84.5% | $4,660-87.1% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $5,057-100.0% | $6,688-100.0% |
| Admin fee / account holder | $65 | $9,750-99.3% | $8,355-99.2% | $13,397-99.5% |