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 | $35,226 | $56,199-37.3% | $67,652-47.9% | $59,632-40.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 29.49% | 18505.31%-18475.8pp | 6625.04%-6595.6pp | 2041.28%-2011.8pp |
| Employer contribution / active EE | $17 | $1,614-98.9% | $2,266-99.2% | $2,203-99.2% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $12 | $3,958-99.7% | $4,821-99.8% | $4,297-99.7% |