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 | $56,386 | $150,440-62.5% | $136,294-58.6% | $147,584-61.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 29.35% | 1049.08%-1019.7pp | 5155.94%-5126.6pp | 578.55%-549.2pp |
| Employer contribution / active EE | $467 | $5,256-91.1% | $4,695-90.1% | $4,876-90.4% |
| Participant deferral / active EE | $2,135 | $6,630-67.8% | $6,247-65.8% | $5,439-60.8% |
| Admin fee / account holder | $163 | $10,905-98.5% | $9,243-98.2% | $10,885-98.5% |