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 8-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 | $182,469 | $150,187+21.5% | $120,354+51.6% | $145,922+25.0% |
| Participation rate | 75.0% | 78.8%-3.8pp | 71.9%+3.1pp | 80.3%-5.3pp |
| Annual return | 26.74% | 154.07%-127.3pp | 107.15%-80.4pp | 561.29%-534.5pp |
| Employer contribution / active EE | $600 | $4,348-86.2% | $3,463-82.7% | $4,660-87.1% |
| Participant deferral / active EE | $10,000 | $6,173+62.0% | $4,991+100.4% | $6,688+49.5% |
| Admin fee / account holder | $20 | $12,207-99.8% | $9,423-99.8% | $13,397-99.9% |