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 | $21,922 | $124,185-82.3% | $108,410-79.8% | $167,490-86.9% |
| Participation rate | 93.8% | 82.3%+11.5pp | 80.1%+13.6pp | 82.1%+11.6pp |
| Annual return | 24.74% | 1379.64%-1354.9pp | 905.27%-880.5pp | 478.56%-453.8pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $7,864 | $6,908+13.8% | $6,563+19.8% | $6,341+24.0% |
| Admin fee / account holder | $1 | $9,455-100.0% | $7,295-100.0% | $12,309-100.0% |