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 9-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 | $214,814 | $171,865+25.0% | $149,718+43.5% | $147,584+45.6% |
| Participation rate | 71.4% | 88.2%-16.8pp | 87.1%-15.6pp | 82.8%-11.4pp |
| Annual return | 0.00% | 2113.22%-2113.2pp | 1501.63%-1501.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $554 | $6,275-91.2% | $5,445-89.8% | $4,876-88.6% |
| Participant deferral / active EE | $4,118 | $7,271-43.4% | $6,569-37.3% | $5,439-24.3% |
| Admin fee / account holder | $36 | $13,799-99.7% | $11,283-99.7% | $10,885-99.7% |