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 | $24,378 | $138,065-82.3% | $123,544-80.3% | $135,375-82.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 191.74% | 153.68%+38.1pp | 119.20%+72.5pp | 519.73%-328.0pp |
| Employer contribution / active EE | $200 | $5,151-96.1% | $4,628-95.7% | $4,779-95.8% |
| Participant deferral / active EE | $13,528 | $6,799+99.0% | $6,426+110.5% | $5,609+141.2% |
| Admin fee / account holder | -$1,496 | $10,916-113.7% | $9,284-116.1% | $10,827-113.8% |