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 10-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 | $25,835 | $97,757-73.6% | $83,848-69.2% | $135,375-80.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 13.47% | 1287.37%-1273.9pp | 850.88%-837.4pp | 519.73%-506.3pp |
| Employer contribution / active EE | $71 | $4,222-98.3% | $3,631-98.1% | $4,779-98.5% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $12 | $6,674-99.8% | $5,478-99.8% | $10,827-99.9% |