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 8-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 | $29,004 | $138,065-79.0% | $123,544-76.5% | $135,375-78.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 590.83% | 153.68%+437.1pp | 119.20%+471.6pp | 519.73%+71.1pp |
| Employer contribution / active EE | $573 | $5,151-88.9% | $4,628-87.6% | $4,779-88.0% |
| Participant deferral / active EE | $4,394 | $6,799-35.4% | $6,426-31.6% | $5,609-21.7% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |