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 | $65,315 | $100,852-35.2% | $90,404-27.8% | $158,922-58.9% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.7pp | 82.0%+1.4pp |
| Annual return | 127.38% | 1724.20%-1596.8pp | 1293.02%-1165.6pp | 302.83%-175.4pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,429 | $4,348-44.1% | $3,963-38.7% | $5,982-59.4% |
| Admin fee / account holder | $34 | $6,501-99.5% | $5,611-99.4% | $11,246-99.7% |