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 | $95,329 | $171,865-44.5% | $149,718-36.3% | $147,584-35.4% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 32.08% | 2113.22%-2081.1pp | 1501.63%-1469.6pp | 578.55%-546.5pp |
| Employer contribution / active EE | $923 | $6,275-85.3% | $5,445-83.1% | $4,876-81.1% |
| Participant deferral / active EE | $4,063 | $7,271-44.1% | $6,569-38.2% | $5,439-25.3% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |