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 | $28,161 | $90,600-68.9% | $79,464-64.6% | $135,375-79.2% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 82.6%+4.9pp |
| Annual return | 362.14% | 977.43%-615.3pp | 718.14%-356.0pp | 519.73%-157.6pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,068 | $4,050+74.5% | $3,704+90.8% | $5,609+26.0% |
| Admin fee / account holder | $170 | $5,907-97.1% | $5,113-96.7% | $10,827-98.4% |