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 | $231,756 | $112,881+105.3% | $90,951+154.8% | $158,922+45.8% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 36.56% | 215.79%-179.2pp | 134.60%-98.0pp | 302.83%-266.3pp |
| Employer contribution / active EE | $120 | $2,893-95.9% | $2,122-94.3% | $4,761-97.5% |
| Participant deferral / active EE | $10,760 | $4,128+160.7% | $3,373+219.0% | $5,982+79.9% |
| Admin fee / account holder | $15 | $8,041-99.8% | $5,959-99.7% | $11,246-99.9% |