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 | $3,793 | $68,097-94.4% | $62,929-94.0% | $137,256-97.2% |
| Participation rate | 85.7% | 77.4%+8.3pp | 73.1%+12.6pp | 80.0%+5.8pp |
| Annual return | 19.70% | 1859.11%-1839.4pp | 1063.93%-1044.2pp | 220.34%-200.6pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $918 | $4,553-79.8% | $3,888-76.4% | $6,407-85.7% |
| Admin fee / account holder | $15 | $6,521-99.8% | $5,065-99.7% | $12,270-99.9% |