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 3-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 | $6,129 | $100,773-93.9% | $88,946-93.1% | $142,382-95.7% |
| Participation rate | 88.9% | 74.3%+14.6pp | 68.8%+20.0pp | 80.1%+8.8pp |
| Annual return | 21.77% | 70.18%-48.4pp | 57.82%-36.1pp | 217.08%-195.3pp |
| Employer contribution / active EE | $0 | $2,918-100.0% | $2,555-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,243 | $5,230-38.0% | $4,581-29.2% | $6,507-50.2% |
| Admin fee / account holder | $144 | $9,693-98.5% | $8,261-98.3% | $12,624-98.9% |