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 6-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 | $23,433 | $63,346-63.0% | $92,233-74.6% | $70,131-66.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 49.04% | 530.12%-481.1pp | 176.28%-127.2pp | 73.14%-24.1pp |
| Employer contribution / active EE | $75 | $2,471-96.9% | $3,679-98.0% | $2,342-96.8% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $89 | $3,840-97.7% | $5,194-98.3% | $4,645-98.1% |