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 4-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 | $38,084 | $110,261-65.5% | $95,745-60.2% | $139,434-72.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 32.98% | 27.11%+5.9pp | 28.35%+4.6pp | 372.94%-340.0pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $2,835-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $22,125 | $4,676+373.2% | $4,245+421.3% | $6,710+229.7% |
| Admin fee / account holder | $62 | $6,613-99.1% | $5,678-98.9% | $11,403-99.5% |