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 | $28,927 | $105,859-72.7% | $90,160-67.9% | $147,584-80.4% |
| Participation rate | 71.4% | 79.7%-8.3pp | 76.9%-5.4pp | 82.8%-11.4pp |
| Annual return | 19.21% | 37.63%-18.4pp | 34.88%-15.7pp | 578.55%-559.3pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,668 | $5,733-70.9% | $5,288-68.5% | $5,439-69.3% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |