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 6-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 | $23,895 | $59,107-59.6% | $86,436-72.4% | $68,494-65.1% |
| Participation rate | 89.8% | 75.2%+14.6pp | 80.3%+9.5pp | 67.9%+21.9pp |
| Annual return | 395.98% | -0.23%+396.2pp | 4394.89%-3998.9pp | -7.84%+403.8pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,014 | $5,901+35.8% | $6,952+15.3% | $4,027+99.0% |
| Admin fee / account holder | $108 | $5,637-98.1% | $6,731-98.4% | $5,403-98.0% |