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 | $22,625 | $49,922-54.7% | $80,569-71.9% | $75,163-69.9% |
| Participation rate | 86.5% | 55.3%+31.2pp | 67.0%+19.5pp | 67.2%+19.3pp |
| Annual return | 30.08% | 34.69%-4.6pp | 935.43%-905.3pp | 160.62%-130.5pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $13,600 | $2,990+354.8% | $4,447+205.8% | $4,125+229.7% |
| Admin fee / account holder | $56 | $3,577-98.4% | $5,377-99.0% | $5,651-99.0% |