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 | $35,539 | $183,963-80.7% | $162,163-78.1% | $152,861-76.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 15.67% | 150.76%-135.1pp | 115.59%-99.9pp | 345.32%-329.7pp |
| Employer contribution / active EE | $495 | $6,371-92.2% | $5,614-91.2% | $4,762-89.6% |
| Participant deferral / active EE | $4,167 | $8,034-48.1% | $7,298-42.9% | $5,850-28.8% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |