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 4-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 | $37,297 | $88,751-58.0% | $81,812-54.4% | $145,922-74.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.90% | 1025.40%-1013.5pp | 773.79%-761.9pp | 561.29%-549.4pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $18,833 | $4,643+305.6% | $4,319+336.1% | $6,688+181.6% |
| Admin fee / account holder | $30 | $8,415-99.6% | $7,386-99.6% | $13,397-99.8% |