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 | $11,720 | $100,852-88.4% | $90,404-87.0% | $158,922-92.6% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 61.18% | 1724.20%-1663.0pp | 1293.02%-1231.8pp | 302.83%-241.7pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $5,888 | $4,348+35.4% | $3,963+48.6% | $5,982-1.6% |
| Admin fee / account holder | $18 | $6,501-99.7% | $5,611-99.7% | $11,246-99.8% |