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 6-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 | $35,032 | $72,400-51.6% | $67,502-48.1% | $145,922-76.0% |
| Participation rate | 86.7% | 76.9%+9.8pp | 72.9%+13.8pp | 80.3%+6.4pp |
| Annual return | 71.77% | 7182.46%-7110.7pp | 3512.12%-3440.4pp | 561.29%-489.5pp |
| Employer contribution / active EE | $0 | $3,069-100.0% | $2,731-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $8,845 | $4,783+84.9% | $4,000+121.1% | $6,688+32.3% |
| Admin fee / account holder | $257 | $5,539-95.4% | $3,998-93.6% | $13,397-98.1% |