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 | $131,955 | $171,865-23.2% | $149,718-11.9% | $147,584-10.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 140.60% | 2113.22%-1972.6pp | 1501.63%-1361.0pp | 578.55%-438.0pp |
| Employer contribution / active EE | $793 | $6,275-87.4% | $5,445-85.4% | $4,876-83.7% |
| Participant deferral / active EE | $13,320 | $7,271+83.2% | $6,569+102.8% | $5,439+144.9% |
| Admin fee / account holder | $20 | $13,799-99.9% | $11,283-99.8% | $10,885-99.8% |