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 | $38,991 | $111,724-65.1% | $93,606-58.3% | $145,922-73.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 16.09% | 202.98%-186.9pp | 133.20%-117.1pp | 561.29%-545.2pp |
| Employer contribution / active EE | $0 | $3,090-100.0% | $2,420-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $7,989 | $4,912+62.7% | $4,411+81.1% | $6,688+19.5% |
| Admin fee / account holder | $254 | $10,250-97.5% | $8,285-96.9% | $13,397-98.1% |