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 | $131,155 | $150,440-12.8% | $136,294-3.8% | $147,584-11.1% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 15458.35% | 1049.08%+14409.3pp | 5155.94%+10302.4pp | 578.55%+14879.8pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $9,520 | $6,630+43.6% | $6,247+52.4% | $5,439+75.0% |
| Admin fee / account holder | $125 | $10,905-98.9% | $9,243-98.6% | $10,885-98.9% |