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 | $50,757 | $96,305-47.3% | $80,569-37.0% | $139,434-63.6% |
| Participation rate | 82.4% | 73.6%+8.7pp | 67.0%+15.4pp | 80.3%+2.0pp |
| Annual return | 73.35% | 1350.08%-1276.7pp | 935.43%-862.1pp | 372.94%-299.6pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,723-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $9,159 | $5,232+75.1% | $4,447+105.9% | $6,710+36.5% |
| Admin fee / account holder | $51 | $6,599-99.2% | $5,377-99.1% | $11,403-99.6% |