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 5-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 | $16,977 | $88,751-80.9% | $81,812-79.2% | $145,922-88.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.93% | 1025.40%-1015.5pp | 773.79%-763.9pp | 561.29%-551.4pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,995 | $4,643-57.0% | $4,319-53.8% | $6,688-70.2% |
| Admin fee / account holder | $229 | $8,415-97.3% | $7,386-96.9% | $13,397-98.3% |