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 10-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 | $103,165 | $63,346+62.9% | $92,233+11.9% | $70,131+47.1% |
| Participation rate | 96.4% | 68.7%+27.8pp | 76.5%+19.9pp | 69.5%+26.9pp |
| Annual return | 50.70% | 530.12%-479.4pp | 176.28%-125.6pp | 73.14%-22.4pp |
| Employer contribution / active EE | $88 | $2,471-96.5% | $3,679-97.6% | $2,342-96.3% |
| Participant deferral / active EE | $4,434 | $2,854+55.4% | $3,897+13.8% | $3,332+33.1% |
| Admin fee / account holder | $0 | $3,840-100.0% | $5,194-100.0% | $4,645-100.0% |