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 | $135,944 | $138,065-1.5% | $123,544+10.0% | $135,375+0.4% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -4.59% | 153.68%-158.3pp | 119.20%-123.8pp | 519.73%-524.3pp |
| Employer contribution / active EE | $395 | $5,151-92.3% | $4,628-91.5% | $4,779-91.7% |
| Participant deferral / active EE | $7,138 | $6,799+5.0% | $6,426+11.1% | $5,609+27.3% |
| Admin fee / account holder | $114 | $10,916-99.0% | $9,284-98.8% | $10,827-98.9% |