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 | $20,005 | $72,400-72.4% | $67,502-70.4% | $145,922-86.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 15.26% | 7182.46%-7167.2pp | 3512.12%-3496.9pp | 561.29%-546.0pp |
| Employer contribution / active EE | $0 | $3,069-100.0% | $2,731-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $6,368 | $4,783+33.1% | $4,000+59.2% | $6,688-4.8% |
| Admin fee / account holder | $31 | $5,539-99.4% | $3,998-99.2% | $13,397-99.8% |