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 | $42,484 | $171,865-75.3% | $149,718-71.6% | $147,584-71.2% |
| Participation rate | 77.8% | 88.2%-10.4pp | 87.1%-9.3pp | 82.8%-5.1pp |
| Annual return | 27.78% | 2113.22%-2085.4pp | 1501.63%-1473.8pp | 578.55%-550.8pp |
| Employer contribution / active EE | $598 | $6,275-90.5% | $5,445-89.0% | $4,876-87.7% |
| Participant deferral / active EE | $11,897 | $7,271+63.6% | $6,569+81.1% | $5,439+118.7% |
| Admin fee / account holder | $34 | $13,799-99.8% | $11,283-99.7% | $10,885-99.7% |