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 5-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 | $43,788 | $109,881-60.1% | $150,045-70.8% | $84,808-48.4% |
| Participation rate | 88.9% | 76.1%+12.8pp | 82.3%+6.6pp | 68.3%+20.6pp |
| Annual return | 101.57% | 28.25%+73.3pp | 62.55%+39.0pp | 40.90%+60.7pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $12,104 | $6,636+82.4% | $7,997+51.4% | $4,212+187.4% |
| Admin fee / account holder | $45 | $8,568-99.5% | $13,435-99.7% | $7,344-99.4% |