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 | $73,010 | $197,591-63.0% | $177,821-58.9% | $158,922-54.1% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 62.42% | 58.76%+3.7pp | 48.32%+14.1pp | 302.83%-240.4pp |
| Employer contribution / active EE | $660 | $6,697-90.1% | $5,918-88.8% | $4,761-86.1% |
| Participant deferral / active EE | $10,578 | $8,405+25.9% | $7,714+37.1% | $5,982+76.8% |
| Admin fee / account holder | $27 | $15,399-99.8% | $12,427-99.8% | $11,246-99.8% |