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 | $39,935 | $202,318-80.3% | $172,739-76.9% | $152,861-73.9% |
| Participation rate | 72.7% | 87.1%-14.3pp | 82.6%-9.9pp | 82.4%-9.7pp |
| Annual return | 138.94% | 1029.65%-890.7pp | 802.84%-663.9pp | 345.32%-206.4pp |
| Employer contribution / active EE | $1,097 | $5,856-81.3% | $5,143-78.7% | $4,762-77.0% |
| Participant deferral / active EE | $3,624 | $5,948-39.1% | $5,198-30.3% | $5,850-38.1% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |