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 | $119,748 | $198,466-39.7% | $170,442-29.7% | $147,584-18.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 121.48% | 257.29%-135.8pp | 205.93%-84.4pp | 578.55%-457.1pp |
| Employer contribution / active EE | $1,013 | $6,184-83.6% | $5,433-81.3% | $4,876-79.2% |
| Participant deferral / active EE | $5,030 | $5,629-10.6% | $4,939+1.8% | $5,439-7.5% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |