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 4-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 | $30,993 | $118,450-73.8% | $98,439-68.5% | $139,434-77.8% |
| Participation rate | 88.2% | 77.4%+10.8pp | 75.2%+13.1pp | 80.3%+7.9pp |
| Annual return | 230.17% | 18.94%+211.2pp | 21.16%+209.0pp | 372.94%-142.8pp |
| Employer contribution / active EE | $0 | $3,609-100.0% | $3,048-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $11,753 | $5,392+118.0% | $4,738+148.1% | $6,710+75.1% |
| Admin fee / account holder | $95 | $14,026-99.3% | $8,948-98.9% | $11,403-99.2% |