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 | $27,934 | $102,604-72.8% | $86,188-67.6% | $139,434-80.0% |
| Participation rate | 95.5% | 74.5%+21.0pp | 69.0%+26.5pp | 80.3%+15.1pp |
| Annual return | 18.19% | 1922.51%-1904.3pp | 1168.45%-1150.3pp | 372.94%-354.8pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $2,380-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,808 | $4,676-61.3% | $3,985-54.6% | $6,710-73.1% |
| Admin fee / account holder | $75 | $8,657-99.1% | $6,852-98.9% | $11,403-99.3% |