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 7-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 | $53,999 | $118,919-54.6% | $88,538-39.0% | $152,861-64.7% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.4%+17.6pp |
| Annual return | 15.88% | 47.92%-32.0pp | 43.64%-27.8pp | 345.32%-329.4pp |
| Employer contribution / active EE | $0 | $2,669-100.0% | $2,098-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $18,589 | $3,549+423.9% | $2,914+537.9% | $5,850+217.8% |
| Admin fee / account holder | $0 | $5,876-100.0% | $4,310-100.0% | $11,596-100.0% |