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 | $36,743 | $115,770-68.3% | $101,248-63.7% | $158,922-76.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.51% | 56.14%-40.6pp | 46.47%-31.0pp | 302.83%-287.3pp |
| Employer contribution / active EE | $625 | $4,175-85.0% | $3,660-82.9% | $4,761-86.9% |
| Participant deferral / active EE | $2,015 | $4,957-59.4% | $4,370-53.9% | $5,982-66.3% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |