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 | $43,943 | $83,477-47.4% | $125,175-64.9% | $72,985-39.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 316.36% | 25.78%+290.6pp | 43.79%+272.6pp | 81.00%+235.4pp |
| Employer contribution / active EE | $360 | $2,345-84.7% | $3,865-90.7% | $2,440-85.3% |
| Participant deferral / active EE | $0 | $3,585-100.0% | $4,937-100.0% | $3,607-100.0% |
| Admin fee / account holder | $91 | $5,517-98.3% | $9,702-99.1% | $5,124-98.2% |