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 | $79,796 | $202,432-60.6% | $169,368-52.9% | $139,434-42.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 30.58% | 531.74%-501.2pp | 405.60%-375.0pp | 372.94%-342.4pp |
| Employer contribution / active EE | $50 | $4,692-98.9% | $4,013-98.8% | $4,751-98.9% |
| Participant deferral / active EE | $22,500 | $6,938+224.3% | $6,221+261.7% | $6,710+235.3% |
| Admin fee / account holder | $247 | $10,708-97.7% | $9,003-97.3% | $11,403-97.8% |