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 7-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 | $79,032 | $64,324+22.9% | $118,925-33.5% | $79,858-1.0% |
| Participation rate | 98.4% | 64.9%+33.6pp | 75.4%+23.0pp | 69.6%+28.8pp |
| Annual return | 875.48% | 86.45%+789.0pp | 35.88%+839.6pp | 31.71%+843.8pp |
| Employer contribution / active EE | $359 | $1,836-80.5% | $3,263-89.0% | $2,471-85.5% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $4,265-100.0% | $3,740-100.0% |
| Admin fee / account holder | $127 | $4,040-96.9% | $6,581-98.1% | $5,306-97.6% |