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 | $13,091 | $102,966-87.3% | $90,281-85.5% | $152,861-91.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 43.04% | 95.16%-52.1pp | 78.10%-35.1pp | 345.32%-302.3pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,968 | $4,281+109.5% | $3,885+130.8% | $5,850+53.3% |
| Admin fee / account holder | $6 | $6,171-99.9% | $5,351-99.9% | $11,596-100.0% |