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 | $82,812 | $209,832-60.5% | $189,513-56.3% | $167,490-50.6% |
| Participation rate | 82.4% | 88.7%-6.3pp | 87.8%-5.5pp | 82.1%+0.2pp |
| Annual return | 16.35% | 748.27%-731.9pp | 555.15%-538.8pp | 478.56%-462.2pp |
| Employer contribution / active EE | $826 | $6,914-88.1% | $6,162-86.6% | $4,837-82.9% |
| Participant deferral / active EE | $13,655 | $8,935+52.8% | $8,221+66.1% | $6,341+115.3% |
| Admin fee / account holder | $7 | $14,293-100.0% | $12,045-99.9% | $12,309-99.9% |