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 | $81,406 | $176,662-53.9% | $130,648-37.7% | $152,861-46.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 22.83% | 2692.24%-2669.4pp | 1708.96%-1686.1pp | 345.32%-322.5pp |
| Employer contribution / active EE | $0 | $5,742-100.0% | $4,092-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,150 | $4,361+41.0% | $3,603+70.7% | $5,850+5.1% |
| Admin fee / account holder | $200 | $7,133-97.2% | $5,464-96.3% | $11,596-98.3% |