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 | $157,714 | $156,846+0.6% | $121,098+30.2% | $139,434+13.1% |
| Participation rate | 78.6% | 76.4%+2.2pp | 69.5%+9.1pp | 80.3%-1.7pp |
| Annual return | 31.17% | 1474.56%-1443.4pp | 985.75%-954.6pp | 372.94%-341.8pp |
| Employer contribution / active EE | $0 | $5,536-100.0% | $4,164-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $0 | $4,844-100.0% | $4,080-100.0% | $6,710-100.0% |
| Admin fee / account holder | $4 | $6,946-99.9% | $5,644-99.9% | $11,403-100.0% |