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 | $26,603 | $70,756-62.4% | $65,493-59.4% | $142,382-81.3% |
| Participation rate | 81.8% | 77.4%+4.4pp | 73.1%+8.7pp | 80.1%+1.7pp |
| Annual return | 15.57% | 1754.89%-1739.3pp | 982.45%-966.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,495 | $4,637-24.6% | $3,961-11.8% | $6,507-46.3% |
| Admin fee / account holder | $149 | $6,559-97.7% | $5,028-97.0% | $12,624-98.8% |