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 | $127,170 | $138,065-7.9% | $123,544+2.9% | $135,375-6.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.23% | 153.68%-159.9pp | 119.20%-125.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $475 | $5,151-90.8% | $4,628-89.7% | $4,779-90.1% |
| Participant deferral / active EE | $15,734 | $6,799+131.4% | $6,426+144.9% | $5,609+180.5% |
| Admin fee / account holder | $78 | $10,916-99.3% | $9,284-99.2% | $10,827-99.3% |