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 | $43,964 | $150,440-70.8% | $136,294-67.7% | $147,584-70.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.70% | 1049.08%-1033.4pp | 5155.94%-5140.2pp | 578.55%-562.8pp |
| Employer contribution / active EE | $651 | $5,256-87.6% | $4,695-86.1% | $4,876-86.6% |
| Participant deferral / active EE | $3,027 | $6,630-54.3% | $6,247-51.5% | $5,439-44.3% |
| Admin fee / account holder | $284 | $10,905-97.4% | $9,243-96.9% | $10,885-97.4% |