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 | $26,638 | $156,846-83.0% | $121,098-78.0% | $139,434-80.9% |
| Participation rate | 78.6% | 76.4%+2.2pp | 69.5%+9.1pp | 80.3%-1.7pp |
| Annual return | 7315.41% | 1474.56%+5840.9pp | 985.75%+6329.7pp | 372.94%+6942.5pp |
| Employer contribution / active EE | $0 | $5,536-100.0% | $4,164-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,205 | $4,844-75.1% | $4,080-70.5% | $6,710-82.0% |
| Admin fee / account holder | $22 | $6,946-99.7% | $5,644-99.6% | $11,403-99.8% |