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 6-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 | $49,955 | $94,752-47.3% | $112,887-55.7% | $139,434-64.2% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 19.03% | 40.88%-21.9pp | 34.10%-15.1pp | 372.94%-353.9pp |
| Employer contribution / active EE | $0 | $4,625-100.0% | $4,563-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $19,800 | $6,512+204.0% | $6,513+204.0% | $6,710+195.1% |
| Admin fee / account holder | $80 | $8,527-99.1% | $7,047-98.9% | $11,403-99.3% |