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 | $101,157 | $209,832-51.8% | $189,513-46.6% | $167,490-39.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 28.18% | 748.27%-720.1pp | 555.15%-527.0pp | 478.56%-450.4pp |
| Employer contribution / active EE | $563 | $6,914-91.9% | $6,162-90.9% | $4,837-88.4% |
| Participant deferral / active EE | $7,013 | $8,935-21.5% | $8,221-14.7% | $6,341+10.6% |
| Admin fee / account holder | $5 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |