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 | $156,919 | $142,344+10.2% | $119,609+31.2% | $134,475+16.7% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -16.08% | -12.44%-3.6pp | -14.97%-1.1pp | 417.96%-434.0pp |
| Employer contribution / active EE | $740 | $5,222-85.8% | $4,232-82.5% | $4,740-84.4% |
| Participant deferral / active EE | $18,118 | $6,469+180.1% | $5,602+223.4% | $6,400+183.1% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |