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 8-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 | $118,860 | $81,625+45.6% | $58,482+103.2% | $139,434-14.8% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 21.27% | 7404.20%-7382.9pp | 4239.32%-4218.0pp | 372.94%-351.7pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $17,500 | $2,557+584.5% | $1,924+809.6% | $6,710+160.8% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |