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 | $52,032 | $138,065-62.3% | $123,544-57.9% | $135,375-61.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 374.00% | 153.68%+220.3pp | 119.20%+254.8pp | 519.73%-145.7pp |
| Employer contribution / active EE | $470 | $5,151-90.9% | $4,628-89.9% | $4,779-90.2% |
| Participant deferral / active EE | $12,000 | $6,799+76.5% | $6,426+86.8% | $5,609+114.0% |
| Admin fee / account holder | $1 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |