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 | $26,549 | $114,047-76.7% | $96,139-72.4% | $167,490-84.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 21.36% | 189.88%-168.5pp | 191.94%-170.6pp | 478.56%-457.2pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,797-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $11,245 | $5,194+116.5% | $4,349+158.6% | $6,341+77.3% |
| Admin fee / account holder | $16 | $6,897-99.8% | $5,537-99.7% | $12,309-99.9% |