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 8-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 | $29,186 | $72,492-59.7% | $87,100-66.5% | $72,985-60.0% |
| Participation rate | 95.6% | 72.8%+22.7pp | 76.9%+18.7pp | 69.5%+26.1pp |
| Annual return | 591.91% | 24.46%+567.5pp | 28.19%+563.7pp | 81.00%+510.9pp |
| Employer contribution / active EE | $212 | $1,894-88.8% | $2,521-91.6% | $2,440-91.3% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,607-100.0% |
| Admin fee / account holder | $0 | $5,055-100.0% | $7,497-100.0% | $5,124-100.0% |