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 | $88,613 | $190,805-53.6% | $159,960-44.6% | $134,475-34.1% |
| Participation rate | 80.0% | 81.9%-1.9pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -19.41% | 552.23%-571.6pp | 408.60%-428.0pp | 417.96%-437.4pp |
| Employer contribution / active EE | $252 | $4,995-95.0% | $4,226-94.0% | $4,740-94.7% |
| Participant deferral / active EE | $12,800 | $6,923+84.9% | $6,182+107.0% | $6,400+100.0% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |