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 | $14,604 | $88,751-83.5% | $81,812-82.1% | $145,922-90.0% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.3%+19.3pp | 80.3%+11.4pp |
| Annual return | 211.65% | 1025.40%-813.8pp | 773.79%-562.1pp | 561.29%-349.6pp |
| Employer contribution / active EE | $276 | $3,083-91.1% | $2,912-90.5% | $4,660-94.1% |
| Participant deferral / active EE | $4,394 | $4,643-5.4% | $4,319+1.7% | $6,688-34.3% |
| Admin fee / account holder | $80 | $8,415-99.1% | $7,386-98.9% | $13,397-99.4% |