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 9-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 | $42,466 | $85,766-50.5% | $136,294-68.8% | $70,131-39.4% |
| Participation rate | 93.6% | 74.2%+19.5pp | 81.9%+11.7pp | 69.5%+24.1pp |
| Annual return | 0.00% | 31.45%-31.5pp | 5155.94%-5155.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,692 | $5,051+12.7% | $6,247-8.9% | $3,332+70.8% |
| Admin fee / account holder | $30 | $5,420-99.5% | $9,243-99.7% | $4,645-99.4% |