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 | $47,438 | $108,912-56.4% | $100,383-52.7% | $145,959-67.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.11% | 57.96%-40.9pp | 49.26%-32.2pp | 561.95%-544.8pp |
| Employer contribution / active EE | $0 | $4,423-100.0% | $3,944-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $21,635 | $8,451+156.0% | $8,086+167.6% | $6,689+223.5% |
| Admin fee / account holder | $181 | $9,690-98.1% | $7,900-97.7% | $13,398-98.6% |