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 8-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 | $203,643 | $92,703+119.7% | $82,719+146.2% | $134,475+51.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 15.46% | 944.92%-929.5pp | 701.18%-685.7pp | 417.96%-402.5pp |
| Employer contribution / active EE | $209 | $3,274-93.6% | $3,009-93.1% | $4,740-95.6% |
| Participant deferral / active EE | $1,735 | $4,802-63.9% | $4,395-60.5% | $6,400-72.9% |
| Admin fee / account holder | $6 | $5,983-99.9% | $5,329-99.9% | $11,426-99.9% |