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 | $23,197 | $73,867-68.6% | $143,757-83.9% | $68,494-66.1% |
| Participation rate | 88.5% | 66.7%+21.8pp | 80.3%+8.2pp | 67.9%+20.6pp |
| Annual return | 466.94% | 1.01%+465.9pp | -0.04%+467.0pp | -7.84%+474.8pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,806 | $3,384+219.3% | $5,637+91.7% | $4,027+168.3% |
| Admin fee / account holder | $230 | $5,755-96.0% | $14,673-98.4% | $5,403-95.7% |