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 9-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 | $32,406 | $72,492-55.3% | $87,100-62.8% | $72,985-55.6% |
| Participation rate | 90.7% | 72.8%+17.9pp | 76.9%+13.8pp | 69.5%+21.2pp |
| Annual return | 271.49% | 24.46%+247.0pp | 28.19%+243.3pp | 81.00%+190.5pp |
| Employer contribution / active EE | $117 | $1,894-93.8% | $2,521-95.3% | $2,440-95.2% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,607-100.0% |
| Admin fee / account holder | $99 | $5,055-98.1% | $7,497-98.7% | $5,124-98.1% |