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 6-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 | $48,153 | $209,411-77.0% | $178,490-73.0% | $158,922-69.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 25.90% | 188.75%-162.8pp | 151.07%-125.2pp | 302.83%-276.9pp |
| Employer contribution / active EE | $426 | $5,706-92.5% | $5,011-91.5% | $4,761-91.1% |
| Participant deferral / active EE | $11,050 | $5,954+85.6% | $5,202+112.4% | $5,982+84.7% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |