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 | $38,851 | $180,449-78.5% | $154,107-74.8% | $135,375-71.3% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -2.36% | 888.09%-890.4pp | 735.12%-737.5pp | 519.73%-522.1pp |
| Employer contribution / active EE | $1,131 | $6,035-81.3% | $5,298-78.7% | $4,779-76.3% |
| Participant deferral / active EE | $9,216 | $5,806+58.7% | $5,081+81.4% | $5,609+64.3% |
| Admin fee / account holder | $281 | $16,143-98.3% | $13,411-97.9% | $10,827-97.4% |