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 3-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 | $41,102 | $105,126-60.9% | $94,646-56.6% | $139,434-70.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 31.81% | 38.03%-6.2pp | 156.71%-124.9pp | 372.94%-341.1pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $43,370 | $7,599+470.7% | $7,418+484.7% | $6,710+546.3% |
| Admin fee / account holder | $43 | $8,984-99.5% | $7,231-99.4% | $11,403-99.6% |