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 6-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 | $152,774 | $209,832-27.2% | $189,513-19.4% | $167,490-8.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.02% | 748.27%-734.3pp | 555.15%-541.1pp | 478.56%-464.5pp |
| Employer contribution / active EE | $1,000 | $6,914-85.5% | $6,162-83.8% | $4,837-79.3% |
| Participant deferral / active EE | $10,125 | $8,935+13.3% | $8,221+23.2% | $6,341+59.7% |
| Admin fee / account holder | $157 | $14,293-98.9% | $12,045-98.7% | $12,309-98.7% |