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 4-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 | $42,265 | $118,450-64.3% | $98,439-57.1% | $139,434-69.7% |
| Participation rate | 70.0% | 77.4%-7.4pp | 75.2%-5.2pp | 80.3%-10.3pp |
| Annual return | 977.35% | 18.94%+958.4pp | 21.16%+956.2pp | 372.94%+604.4pp |
| Employer contribution / active EE | $0 | $3,609-100.0% | $3,048-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $7,258 | $5,392+34.6% | $4,738+53.2% | $6,710+8.2% |
| Admin fee / account holder | $40 | $14,026-99.7% | $8,948-99.6% | $11,403-99.6% |