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 | $93,576 | $183,963-49.1% | $162,163-42.3% | $152,861-38.8% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 26.93% | 150.76%-123.8pp | 115.59%-88.7pp | 345.32%-318.4pp |
| Employer contribution / active EE | $1,185 | $6,371-81.4% | $5,614-78.9% | $4,762-75.1% |
| Participant deferral / active EE | $5,136 | $8,034-36.1% | $7,298-29.6% | $5,850-12.2% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |