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 7-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 | $12,693 | $158,398-92.0% | $126,539-90.0% | $142,382-91.1% |
| Participation rate | 90.9% | 75.8%+15.1pp | 69.8%+21.1pp | 80.1%+10.8pp |
| Annual return | 20.31% | 593.76%-573.5pp | 425.95%-405.6pp | 217.08%-196.8pp |
| Employer contribution / active EE | $9 | $4,650-99.8% | $3,674-99.8% | $4,299-99.8% |
| Participant deferral / active EE | $8,224 | $4,767+72.5% | $4,083+101.4% | $6,507+26.4% |
| Admin fee / account holder | $82 | $6,918-98.8% | $6,065-98.6% | $12,624-99.3% |