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 3-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 | $31,134 | $74,888-58.4% | $71,209-56.3% | $142,382-78.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 38.73% | 345.14%-306.4pp | 282.51%-243.8pp | 217.08%-178.3pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $13,335 | $4,454+199.4% | $4,175+219.4% | $6,507+104.9% |
| Admin fee / account holder | $150 | $5,568-97.3% | $5,349-97.2% | $12,624-98.8% |