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 8-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 | $59,359 | $99,652-40.4% | $78,778-24.7% | $147,584-59.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 10.10% | 47.28%-37.2pp | 35.62%-25.5pp | 578.55%-568.4pp |
| Employer contribution / active EE | $1 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $14,501 | $3,664+295.8% | $2,958+390.2% | $5,439+166.6% |
| Admin fee / account holder | $126 | $7,155-98.2% | $5,134-97.6% | $10,885-98.8% |