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 | $21,802 | $68,097-68.0% | $62,929-65.4% | $137,256-84.1% |
| Participation rate | 83.3% | 77.4%+5.9pp | 73.1%+10.2pp | 80.0%+3.4pp |
| Annual return | 13.19% | 1859.11%-1845.9pp | 1063.93%-1050.7pp | 220.34%-207.1pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $925 | $4,553-79.7% | $3,888-76.2% | $6,407-85.6% |
| Admin fee / account holder | $166 | $6,521-97.5% | $5,065-96.7% | $12,270-98.7% |