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 7-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 | $85,084 | $183,519-53.6% | $155,509-45.3% | $145,922-41.7% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 20.46% | 61.17%-40.7pp | 64.67%-44.2pp | 561.29%-540.8pp |
| Employer contribution / active EE | $879 | $5,313-83.5% | $4,672-81.2% | $4,660-81.1% |
| Participant deferral / active EE | $8,755 | $6,462+35.5% | $5,626+55.6% | $6,688+30.9% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |