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 | $18,317 | $169,032-89.2% | $129,207-85.8% | $145,922-87.4% |
| Participation rate | 85.7% | 76.4%+9.3pp | 69.6%+16.1pp | 80.3%+5.4pp |
| Annual return | 12.39% | 14330.11%-14317.7pp | 9417.33%-9404.9pp | 561.29%-548.9pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,812 | $4,987-63.7% | $4,168-56.5% | $6,688-72.9% |
| Admin fee / account holder | $75 | $9,954-99.2% | $7,715-99.0% | $13,397-99.4% |