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 | $102,588 | $226,064-54.6% | $182,532-43.8% | $152,861-32.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 23.57% | 192.51%-168.9pp | 148.54%-125.0pp | 345.32%-321.8pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $46,500 | $6,368+630.2% | $5,524+741.7% | $5,850+694.9% |
| Admin fee / account holder | $62 | $10,703-99.4% | $8,592-99.3% | $11,596-99.5% |