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 | $25,913 | $105,126-75.4% | $94,646-72.6% | $139,434-81.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 44.25% | 38.03%+6.2pp | 156.71%-112.5pp | 372.94%-328.7pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $20,993 | $7,599+176.2% | $7,418+183.0% | $6,710+212.8% |
| Admin fee / account holder | $28 | $8,984-99.7% | $7,231-99.6% | $11,403-99.8% |