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 | $28,958 | $102,317-71.7% | $146,958-80.3% | $80,856-64.2% |
| Participation rate | 92.9% | 75.8%+17.0pp | 82.2%+10.7pp | 67.6%+25.2pp |
| Annual return | 19.77% | 134.76%-115.0pp | 418.34%-398.6pp | 35.59%-15.8pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,056 | $6,644-8.8% | $8,070-25.0% | $4,296+41.0% |
| Admin fee / account holder | $43 | $7,941-99.5% | $12,998-99.7% | $6,918-99.4% |