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 | $29,355 | $98,750-70.3% | $149,696-80.4% | $79,858-63.2% |
| Participation rate | 91.0% | 75.8%+15.3pp | 82.5%+8.6pp | 69.6%+21.4pp |
| Annual return | 96.10% | 27.43%+68.7pp | 276.60%-180.5pp | 31.71%+64.4pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,046 | $5,680+41.7% | $6,842+17.6% | $3,740+115.1% |
| Admin fee / account holder | $136 | $6,053-97.8% | $9,309-98.5% | $5,306-97.4% |