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 9-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 | $62,566 | $210,648-70.3% | $177,989-64.8% | $145,922-57.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.04% | 385.86%-372.8pp | 294.48%-281.4pp | 561.29%-548.2pp |
| Employer contribution / active EE | $361 | $4,565-92.1% | $3,949-90.9% | $4,660-92.3% |
| Participant deferral / active EE | $2,946 | $6,958-57.7% | $6,276-53.1% | $6,688-56.0% |
| Admin fee / account holder | $106 | $12,013-99.1% | $10,363-99.0% | $13,397-99.2% |