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 | $149,407 | $138,065+8.2% | $123,544+20.9% | $135,375+10.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.29% | 153.68%-156.0pp | 119.20%-121.5pp | 519.73%-522.0pp |
| Employer contribution / active EE | $270 | $5,151-94.8% | $4,628-94.2% | $4,779-94.3% |
| Participant deferral / active EE | $10,750 | $6,799+58.1% | $6,426+67.3% | $5,609+91.7% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |