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 5-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 | $6,755 | $68,097-90.1% | $62,929-89.3% | $137,256-95.1% |
| Participation rate | 83.3% | 77.4%+5.9pp | 73.1%+10.2pp | 80.0%+3.4pp |
| Annual return | 15.09% | 1859.11%-1844.0pp | 1063.93%-1048.8pp | 220.34%-205.2pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,934 | $4,553-57.5% | $3,888-50.3% | $6,407-69.8% |
| Admin fee / account holder | $270 | $6,521-95.9% | $5,065-94.7% | $12,270-97.8% |