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 5-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 | $67,283 | $104,475-35.6% | $159,436-57.8% | $79,386-15.2% |
| Participation rate | 72.8% | 76.6%-3.8pp | 82.8%-10.0pp | 70.7%+2.1pp |
| Annual return | 123695.74% | 67.95%+123627.8pp | 263.57%+123432.2pp | 116.85%+123578.9pp |
| Employer contribution / active EE | $2 | $3,417-100.0% | $4,829-100.0% | $2,427-99.9% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $7,352-100.0% | $4,046-100.0% |
| Admin fee / account holder | $2 | $711-99.8% | $10,799-100.0% | $626-99.7% |