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 | $76,426 | $91,037-16.0% | $71,671+6.6% | $147,584-48.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 19.27% | 20.48%-1.2pp | 20.65%-1.4pp | 578.55%-559.3pp |
| Employer contribution / active EE | -$11,400 | $3,327-442.6% | $2,460-563.4% | $4,876-333.8% |
| Participant deferral / active EE | $24,816 | $4,498+451.7% | $3,438+621.8% | $5,439+356.3% |
| Admin fee / account holder | $63 | $8,613-99.3% | $5,558-98.9% | $10,885-99.4% |