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 | $42,704 | $53,516-20.2% | $126,539-66.3% | $84,808-49.6% |
| Participation rate | 90.0% | 58.2%+31.8pp | 69.8%+20.2pp | 68.3%+21.7pp |
| Annual return | 27.52% | 58.34%-30.8pp | 425.95%-398.4pp | 40.90%-13.4pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,553 | $2,671+220.3% | $4,083+109.5% | $4,212+103.1% |
| Admin fee / account holder | $68 | $4,497-98.5% | $6,065-98.9% | $7,344-99.1% |