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 | $21,624 | $115,882-81.3% | $100,516-78.5% | $158,922-86.4% |
| Participation rate | 93.3% | 81.6%+11.8pp | 79.4%+13.9pp | 82.0%+11.4pp |
| Annual return | 1664.55% | 34.79%+1629.8pp | 30.89%+1633.7pp | 302.83%+1361.7pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $11,485 | $6,674+72.1% | $6,270+83.2% | $5,982+92.0% |
| Admin fee / account holder | $44 | $10,995-99.6% | $8,081-99.5% | $11,246-99.6% |