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 | $38,961 | $57,354-32.1% | $83,848-53.5% | $64,186-39.3% |
| Participation rate | 95.0% | 68.6%+26.4pp | 76.1%+18.9pp | 69.6%+25.4pp |
| Annual return | 14700.00% | 11.38%+14688.6pp | 850.88%+13849.1pp | 7.63%+14692.4pp |
| Employer contribution / active EE | $13 | $2,545-99.5% | $3,631-99.6% | $2,381-99.5% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $11 | $4,046-99.7% | $5,478-99.8% | $4,888-99.8% |