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 | $29,438 | $102,317-71.2% | $146,958-80.0% | $80,856-63.6% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.2%+5.3pp | 67.6%+19.9pp |
| Annual return | 15.47% | 134.76%-119.3pp | 418.34%-402.9pp | 35.59%-20.1pp |
| Employer contribution / active EE | $16 | $3,713-99.6% | $4,933-99.7% | $2,755-99.4% |
| Participant deferral / active EE | $10,577 | $6,644+59.2% | $8,070+31.1% | $4,296+146.2% |
| Admin fee / account holder | $89 | $7,941-98.9% | $12,998-99.3% | $6,918-98.7% |