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 | $16,124 | $59,107-72.7% | $86,436-81.3% | $68,494-76.5% |
| Participation rate | 77.1% | 75.2%+1.8pp | 80.3%-3.2pp | 67.9%+9.2pp |
| Annual return | 58.42% | -0.23%+58.7pp | 4394.89%-4336.5pp | -7.84%+66.3pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,593 | $5,901+79.5% | $6,952+52.4% | $4,027+163.0% |
| Admin fee / account holder | $35 | $5,637-99.4% | $6,731-99.5% | $5,403-99.4% |