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 | $98,075 | $171,865-42.9% | $149,718-34.5% | $147,584-33.5% |
| Participation rate | 70.0% | 88.2%-18.2pp | 87.1%-17.1pp | 82.8%-12.8pp |
| Annual return | 21.33% | 2113.22%-2091.9pp | 1501.63%-1480.3pp | 578.55%-557.2pp |
| Employer contribution / active EE | $1,136 | $6,275-81.9% | $5,445-79.1% | $4,876-76.7% |
| Participant deferral / active EE | $6,999 | $7,271-3.7% | $6,569+6.5% | $5,439+28.7% |
| Admin fee / account holder | $31 | $13,799-99.8% | $11,283-99.7% | $10,885-99.7% |