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 | $15,340 | $102,966-85.1% | $90,281-83.0% | $152,861-90.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 46.29% | 95.16%-48.9pp | 78.10%-31.8pp | 345.32%-299.0pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $11,323 | $4,281+164.5% | $3,885+191.4% | $5,850+93.6% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |