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 | $48,147 | $167,483-71.3% | $115,752-58.4% | $147,584-67.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 82.8%+17.2pp |
| Annual return | 28.92% | 12.11%+16.8pp | 19.41%+9.5pp | 578.55%-549.6pp |
| Employer contribution / active EE | $0 | $4,960-100.0% | $3,492-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $13,632 | $7,037+93.7% | $5,204+162.0% | $5,439+150.7% |
| Admin fee / account holder | $4 | $13,069-100.0% | $6,278-99.9% | $10,885-100.0% |