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 10-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 | $18,458 | $109,817-83.2% | $98,442-81.2% | $167,490-89.0% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 24.87% | 1956.69%-1931.8pp | 1492.73%-1467.9pp | 478.56%-453.7pp |
| Employer contribution / active EE | $32 | $3,224-99.0% | $2,960-98.9% | $4,837-99.3% |
| Participant deferral / active EE | $921 | $4,673-80.3% | $4,276-78.5% | $6,341-85.5% |
| Admin fee / account holder | $275 | $6,753-95.9% | $5,949-95.4% | $12,309-97.8% |