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 | $50,394 | $160,055-68.5% | $140,016-64.0% | $135,375-62.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.40% | 911.38%-914.8pp | 651.12%-654.5pp | 519.73%-523.1pp |
| Employer contribution / active EE | $1,124 | $6,420-82.5% | $5,606-80.0% | $4,779-76.5% |
| Participant deferral / active EE | $12,000 | $7,642+57.0% | $6,927+73.2% | $5,609+114.0% |
| Admin fee / account holder | $15 | $13,328-99.9% | $10,705-99.9% | $10,827-99.9% |