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 | $55,248 | $102,604-46.2% | $86,188-35.9% | $139,434-60.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 13.93% | 1922.51%-1908.6pp | 1168.45%-1154.5pp | 372.94%-359.0pp |
| Employer contribution / active EE | $143 | $3,032-95.3% | $2,380-94.0% | $4,751-97.0% |
| Participant deferral / active EE | $9,193 | $4,676+96.6% | $3,985+130.7% | $6,710+37.0% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |