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 9-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 | $36,302 | $183,963-80.3% | $162,163-77.6% | $152,861-76.3% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 19.03% | 150.76%-131.7pp | 115.59%-96.6pp | 345.32%-326.3pp |
| Employer contribution / active EE | $372 | $6,371-94.2% | $5,614-93.4% | $4,762-92.2% |
| Participant deferral / active EE | $10,648 | $8,034+32.5% | $7,298+45.9% | $5,850+82.0% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |