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 | $171,156 | $126,574+35.2% | $106,213+61.1% | $145,922+17.3% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 17.13% | 224.79%-207.7pp | 116.14%-99.0pp | 561.29%-544.2pp |
| Employer contribution / active EE | $0 | $3,730-100.0% | $3,171-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $4,600 | $5,724-19.6% | $5,016-8.3% | $6,688-31.2% |
| Admin fee / account holder | $188 | $17,304-98.9% | $11,033-98.3% | $13,397-98.6% |