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 | $64,047 | $78,959-18.9% | $58,748+9.0% | $167,490-61.8% |
| Participation rate | 100.0% | 72.6%+27.4pp | 61.9%+38.1pp | 82.1%+17.9pp |
| Annual return | 19.67% | 15.27%+4.4pp | 141.32%-121.7pp | 478.56%-458.9pp |
| Employer contribution / active EE | $0 | $4,983-100.0% | $3,543-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $6,240 | $5,362+16.4% | $4,104+52.1% | $6,341-1.6% |
| Admin fee / account holder | $0 | $886-100.0% | $854-100.0% | $12,309-100.0% |