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 5-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 | $234,194 | $109,982+112.9% | $97,226+140.9% | $145,922+60.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.23% | 242.90%-227.7pp | 75.13%-59.9pp | 561.29%-546.1pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,739 | $4,676-41.4% | $4,264-35.8% | $6,688-59.1% |
| Admin fee / account holder | $0 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |