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 | $71,361 | $108,919-34.5% | $100,391-28.9% | $145,922-51.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.76% | 57.88%-44.1pp | 49.20%-35.4pp | 561.29%-547.5pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $13,004 | $8,445+54.0% | $8,082+60.9% | $6,688+94.4% |
| Admin fee / account holder | $148 | $9,689-98.5% | $7,899-98.1% | $13,397-98.9% |