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 | $88,965 | $88,594+0.4% | $70,092+26.9% | $134,475-33.8% |
| Participation rate | 77.8% | 74.9%+2.8pp | 70.5%+7.3pp | 81.2%-3.4pp |
| Annual return | -17.75% | 442.67%-460.4pp | 190.73%-208.5pp | 417.96%-435.7pp |
| Employer contribution / active EE | -$729 | $3,233-122.6% | $2,559-128.5% | $4,740-115.4% |
| Participant deferral / active EE | $9,763 | $4,772+104.6% | $3,849+153.7% | $6,400+52.6% |
| Admin fee / account holder | $125 | $10,441-98.8% | $6,267-98.0% | $11,426-98.9% |