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 | $39,074 | $70,587-44.6% | $124,672-68.7% | $85,850-54.5% |
| Participation rate | 96.4% | 64.4%+32.0pp | 74.6%+21.8pp | 69.3%+27.1pp |
| Annual return | 23.53% | 20688.83%-20665.3pp | 5142.93%-5119.4pp | 318.53%-295.0pp |
| Employer contribution / active EE | $0 | $1,913-100.0% | $3,324-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $13,860 | $2,969+366.9% | $4,614+200.4% | $3,952+250.7% |
| Admin fee / account holder | $0 | $5,282-100.0% | $7,493-100.0% | $6,260-100.0% |