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 | $52,353-18.4% | $120,225-64.5% | $82,448-48.2% |
| Participation rate | 90.0% | 58.3%+31.7pp | 69.6%+20.4pp | 68.1%+21.9pp |
| Annual return | 27.52% | 61.85%-34.3pp | 439.23%-411.7pp | 41.64%-14.1pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,553 | $2,627+225.6% | $3,999+113.9% | $4,139+106.6% |
| Admin fee / account holder | $68 | $4,363-98.4% | $5,696-98.8% | $7,234-99.1% |