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 7-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 | $19,139 | $63,355-69.8% | $91,989-79.2% | $72,985-73.8% |
| Participation rate | 90.3% | 72.5%+17.8pp | 78.6%+11.7pp | 69.5%+20.8pp |
| Annual return | 835.97% | 35.35%+800.6pp | 69.02%+767.0pp | 81.00%+755.0pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,506 | $4,883+33.2% | $5,923+9.8% | $3,607+80.4% |
| Admin fee / account holder | $0 | $4,668-100.0% | $7,743-100.0% | $5,124-100.0% |