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 | $29,709 | $114,047-74.0% | $96,139-69.1% | $167,490-82.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 15.45% | 189.88%-174.4pp | 191.94%-176.5pp | 478.56%-463.1pp |
| Employer contribution / active EE | $254 | $3,427-92.6% | $2,797-90.9% | $4,837-94.8% |
| Participant deferral / active EE | $1,271 | $5,194-75.5% | $4,349-70.8% | $6,341-80.0% |
| Admin fee / account holder | $103 | $6,897-98.5% | $5,537-98.1% | $12,309-99.2% |