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 | $67,772 | $150,440-55.0% | $136,294-50.3% | $147,584-54.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.57% | 1049.08%-1036.5pp | 5155.94%-5143.4pp | 578.55%-566.0pp |
| Employer contribution / active EE | $806 | $5,256-84.7% | $4,695-82.8% | $4,876-83.5% |
| Participant deferral / active EE | $3,217 | $6,630-51.5% | $6,247-48.5% | $5,439-40.9% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |