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 | $131,049 | $95,862+36.7% | $79,550+64.7% | $134,475-2.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -13.23% | -2.69%-10.5pp | 0.16%-13.4pp | 417.96%-431.2pp |
| Employer contribution / active EE | $484 | $3,128-84.5% | $2,413-79.9% | $4,740-89.8% |
| Participant deferral / active EE | $6,833 | $4,693+45.6% | $3,985+71.5% | $6,400+6.8% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |