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 | $152,258 | $80,753+88.5% | $136,294+11.7% | $62,292+144.4% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 29.93% | 35.83%-5.9pp | 5155.94%-5126.0pp | 28.90%+1.0pp |
| Employer contribution / active EE | $483 | $2,884-83.2% | $4,695-89.7% | $2,042-76.3% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $289 | $525-44.9% | $9,243-96.9% | $479-39.6% |