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 | $76,158 | $77,419-1.6% | $69,455+9.7% | $152,861-50.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 17.68% | 39.06%-21.4pp | 28.97%-11.3pp | 345.32%-327.6pp |
| Employer contribution / active EE | $136 | $3,315-95.9% | $2,779-95.1% | $4,762-97.2% |
| Participant deferral / active EE | $10,000 | $4,414+126.6% | $3,535+182.8% | $5,850+70.9% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,839-100.0% | $11,596-100.0% |