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 | $54,416 | $105,998-48.7% | $92,233-41.0% | $147,584-63.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.57% | 50.05%-37.5pp | 176.28%-163.7pp | 578.55%-566.0pp |
| Employer contribution / active EE | $68 | $4,333-98.4% | $3,679-98.2% | $4,876-98.6% |
| Participant deferral / active EE | $3,805 | $4,478-15.0% | $3,897-2.3% | $5,439-30.0% |
| Admin fee / account holder | $13 | $6,332-99.8% | $5,194-99.7% | $10,885-99.9% |