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 | $60,081 | $111,754-46.2% | $103,333-41.9% | $145,922-58.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.93% | 24.77%-11.8pp | 24.88%-11.9pp | 561.29%-548.4pp |
| Employer contribution / active EE | $68 | $4,212-98.4% | $3,868-98.2% | $4,660-98.5% |
| Participant deferral / active EE | $5,625 | $5,619+0.1% | $5,057+11.2% | $6,688-15.9% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |