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 | $81,755 | $150,440-45.7% | $136,294-40.0% | $147,584-44.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 44.34% | 1049.08%-1004.7pp | 5155.94%-5111.6pp | 578.55%-534.2pp |
| Employer contribution / active EE | $440 | $5,256-91.6% | $4,695-90.6% | $4,876-91.0% |
| Participant deferral / active EE | $9,000 | $6,630+35.7% | $6,247+44.1% | $5,439+65.5% |
| Admin fee / account holder | $206 | $10,905-98.1% | $9,243-97.8% | $10,885-98.1% |