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 | $53,502 | $63,819-16.2% | $57,736-7.3% | $139,434-61.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 64.8%+35.2pp | 80.3%+19.7pp |
| Annual return | 22.49% | 27.50%-5.0pp | 43.59%-21.1pp | 372.94%-350.4pp |
| Employer contribution / active EE | $0 | $2,754-100.0% | $2,452-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $10,500 | $5,353+96.1% | $4,672+124.7% | $6,710+56.5% |
| Admin fee / account holder | $0 | $1,300-100.0% | $1,502-100.0% | $11,403-100.0% |