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 | $196,847 | $105,181+87.2% | $159,436+23.5% | $85,850+129.3% |
| Participation rate | 91.7% | 75.8%+15.9pp | 82.8%+8.8pp | 69.3%+22.4pp |
| Annual return | 18.91% | 45.07%-26.2pp | 263.57%-244.7pp | 318.53%-299.6pp |
| Employer contribution / active EE | $143 | $3,318-95.7% | $4,829-97.0% | $2,565-94.4% |
| Participant deferral / active EE | $10,006 | $5,945+68.3% | $7,352+36.1% | $3,952+153.2% |
| Admin fee / account holder | $0 | $6,933-100.0% | $10,799-100.0% | $6,260-100.0% |