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 | $20,529 | $105,859-80.6% | $90,160-77.2% | $147,584-86.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 27.66% | 37.63%-10.0pp | 34.88%-7.2pp | 578.55%-550.9pp |
| Employer contribution / active EE | $220 | $4,126-94.7% | $3,318-93.4% | $4,876-95.5% |
| Participant deferral / active EE | $10,617 | $5,733+85.2% | $5,288+100.8% | $5,439+95.2% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |